11-8-11

Long:

GOOG - 611.54
SBH 20.12
QCOR 42.66
ISRG 440.89
EVEP 76.5

10-31-11

stopped AZO 323.70

Patience. 

Several stocks in aerospace, drugs, transportation, and specialty retail are setting up.  they just need a couple more weeks if the market cooperates.

10-26-11

Would like to see stocks like BJRI, PEET, TSCO (to name a few) base for a couple weeks.  I think we might be seeing some progress in the markets.

10-24-11

long AZO 330.25

10-19-11

stopped on BAC 6.45

will look to re-enter above 6.5

10-18-11

long some BAC 6.5

10-17-11

stopped:

IBM 187
QCOR 33

10-14-11

Long:
IBM 189.32 earnings Monday after close, will reduce position or sell all before the close
QCOR 34

10-12-11

stopped PCLN 490

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%