I sold out of most of my positions this morning, in order to regroup. I was able to do this thanks to the large spike in VHC, which is a 23% position. Aside from VHC, EXK is my only meaningful position.
I am looking to buy the blood and find myself, yet again, in an optimal position to do so, with FFIV and DECK recovering almost half of my losses.
I will buy more VHC, without a doubt. And, I am eyeballing SWHC and RGR. This is not an election result that will endear the good folks at the NRA. People will run out and stockpile guns, for fear that they will be banned over the next 4 years. It may sound crazy–because crazy people think this way.
My favorite gun plays are CAB, RGR and SWHC.
Patience is the name of this game. This too shall pass. Ben is still in charge.