10-11-11

long PCLN 491.24 (small)

10-4-11

Dow up 153pts with impressive volume. big woop.
Opinion is that we will continue to bounce a little - sucker everyone in and sell off again.  But my opinion doesn't matter - we may just rally.

Time will tell.  Great daytrading opportunities - just look at AAPL today off 200 day and two areas of support at 354.

9-28-11

awful choppy out there

9-22-11

stopped:
AAPL 401.05 +2%
PSMT last of holdings at 69 +16%

Cash

9-20-11

long PCLN 550
sold PCLN 540 -2%

RGLD looks nice

9-19-11

Sold 1/3 AAPL at 410 +4%

9-15-11

long AAPL 392.35

9-13-11

stopped WTW 58 -2%
still holding 1/3 PSMT - new highs today

9-12-11

Short WTW 55.95

9-11-11

Liking the short side here as I think they will continue until the qtr. ends.  But who knows...  Keep your risk in check and you be all set.


LONG IDEAS: CF, FAZ, GMCR, GOLD

SHORT IDEAS: IL OPEN, TZOO WTW

9-1-11

Sold 2/3 (at 65.39) of PSMT +10.4%/+6

8-29-11

back in -  long PSMT 59.25

8-26-11

stopped PSMT -2%, still looks good just obeying risk/reward rules

8-24-11

long PSMT 58.70ish

8-17-11

BROKEN - would expect one more flush

MCD holding up