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With so many people cautious in front of the jobs number tomorrow, combined with the natural doubters of this rally, I am comfortable taking on more risk here. I sold out of my final 1/2 position in $CCI, and took off 1/2 of my full position in $HMIN to make room for the more high beta short squeeze play, $RBCN. I bought a full position in the name. I found the name in one of The PPT short squeeze screens, as the stock has a 48% short interest.
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TOTAL PORTFOLIO:
EQUITIES: 66%
- LONG: 66% ($CTRP $CTXS $CMG $NTCT $RBCN $AAP $MELI $HMIN $RDWR $CMI)
CASH: 34%
Good short interest. I’ve got a full position in SNIC… 73% short interest. It’ s starting to move even as I write this.
BTW… I BELIEVE!!!