general strategy: growth without incurring unreasonable risk - never more than 2-3% of my overall portfolio in an initial position in a single stock; also use options, mostly selling covered calls, use etfs also; follow cnbc - money in motion, options action, mad money, random roger blog, barrons subscription, yahoo finance
top positions:
apple - bought years ago at 180 - sold all from 560-606 - bought in again at 398, still holding - a very nice ride
google - bought at 604, sold some at 700m some at 800, still hold some at 900ish
facebook - bought ipo, a rough ride, hope to get out with a profit
vmware - made some on covered calls, volatile stock but slightly ahead
amazon - just took a position recently, stock has been on fire, just won a big gov contract for cloud services