We’re accumulating CLIR whenever possible.
We’re short VIPS, but very hard to get shares thanks to Muddy Waters.
We’re buyers of PWE, but not for momentum. We’re hoping to wake up to a deal being announced one day.
We like CIMT under $7. I was not excited about today’s call, sparsely attended.
UNXL is mature to us.
We don’t like oil here and have been building a position in DTO.