Social: As God Intended

 | Apr 10, 2014 01:31PM ET

Is the great bear in the sky really this munificent? I’ve been hitting it out of the ballpark on social-media stocks and I remain cheerfully long puts on LinkedIn Corporation (NYSE:LNKD) and Facebook Inc. (NASDAQ:FB), although I took profits on one-third of them on early Thursday (a decision I am guaranteed to regret).