9-17-12

Sold:
WLL       51.97      +16.16%
N             61.96       +9.61%
AMZN   258.78      +2.76%
DKS        52.15       +.29%
SWI         59.56      +1.57%
KOG          9.77 (half pos)   +2.84%
WTW       55.63 (half pos)   +5.46%
PII            84.67       +3.83%
RL         161.81       -.26%
ANR         8.13    +12.92%
KSU       82.66     +3.43%
MYL      24.22        -.12%

9-14-12

added to PNRA pos 170.23
BOT RL 162.20

stopped WPI 81.51

market getting overbrought

9-13-12

BOT:
XOM 90.10
MYL 24.20
DKS 52.13

Sold:
PETM 70.19, -$1.83 or -2.5% - acting like crap
FAS 110.32, +$4.56 or 4.3%

09-12-12

BOT ALNY 19.21
added to AMZN avg. 251.84
added to LNKD avg. 115.72

9-11-12

BOT CVLT 53.76

Stopped:
ULTA 98.96
KORS at 53.03 and 52.20

9-10-12

stopped rest of AIG 33.30

BOT:
ALLT 28.62
ANR 7.2
FAS 105.76
KOG 9.5
PETM 72.02
PII 81.55
WPI 83.88
WTW 52.84

9-6-12

Current Holdings:

AIG           34.32 (sold 90% at 33.89)
AMZN    249.29 (added shares)
KORS       53.17
LNKD     114.72 (New pos) - banging the table on this one
N               56.53
PNRA      153.85
SWI           58.64
WLL         44.74
WMT        73.23 (added shares) - Like this one too for a long term hold

Market still has room to run

9-5-12

Tuesday 9/4/12
BOT WLL 44.74
added AIG avg. 34.32

Wednesday 9/5/12
BOT SWI 58.64
added KORS avg. 53.17

LNKD looking good - no pos yet

8-31-12

Bot N 56.34

8-29-12

stopped SLB 73.12, will likely re-enter on break of 75

8-24-12

Long:
PNRA 153.84 (small)
AMZN 245.10 (small)
KORS 53.35 (small)
SLB 74.43 (small)
AIG 34.02

8-16-12

stopped last 1/3 CBM 12.08 +6.3%

O/B O/S conditions neutral, looking for a melt up

8-15-12

sold 2/3 CBM 12.34 +8.6%
AMZN looks good, no pos yet

8-11-12

I expect a medium/major correction 4-7months from now. Not saying it will happen after all price action is key.

                                                                       Daily
                                           Perhaps another shoulder or just consolidation sideways

   
                                                                   Monthly                                                            

8-11-12

stopped CYBX 44.10
CBM working today, like it, but cautious on it as well - looking for 13.50ish