11-20-11

Watchlist Longs:
GCO, GWR, UNP, PII, PNRA, BIIB, ATLS, OKS

Watchlist Shorts:
AMZN, AAPL

11-17-11

Cash!

Stopped:
QCOR 41.92
ISRG 423.93
SBH 19.75
GOOG 604.85

11-16-11

stopped UA @ 81

11-15-11

If we can get above the 200 day moving average, I think we can get to 135ish on the SPY.  In my opinion, market remains in question, but trading on the long side.

Tighened stop on SBH
Long UA 83.40

11-9-11

stopped EVEP 72.50

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)