7-21-11

Did not like the action today.
One can say why not, the dow was up 152pts.  This doesn't mean we should buy.  If you watch the leaders  they did not move with the rest of the market.  Could institutions be unloading? We shall see.


Covered WYNN 164
Sold CXO 97

CASH.

7-20-11

covered 1/3 of WYNN 162.33
long CXO 96.94
sold TSCO before earnings

7-19-11

Sold all of AAPL before earnings +22 / +6%
Long UA 80.34
Short WYNN 164.73

Looking to add to both if opportunity presents itself

7-18-11

AAPL working nice (traded intraday for +5), kept some and will probably sell everything before earnings
sold rest of FTNT at 26.57 +3.2% before earnings tmrw
Best Bets if market cooperates: UA and CRM
Watching: LULU, TZOO, CLF, FCX, CF, CVLT, TIF, BIDU, BHI, GPOR, MIND, COO, CXO, PSMT for longs
OPEN, WYNN for shorts