Brief Overview from my Perch

I had a solid day, up 1.6%, led by BALT. NSTG gave it up into the bell. That stock is so illiquid it’s impossible to trade. You just have to hold on and hope for the best.

FRO is a beast to be reckoned with. Naturally, I regret selling that too. But BALT will be just as fantastical. You must exhibit a bit of patience in order to realize the vision.

Speaking of which, dark clouds circle the shares of IMMR. In my opinion, it’s due to forced selling from one of their largest shareholders, some bozo from Dialectic, Fichtorn or what have you. He is the reason why I sold my shares 40% higher. I knew he was selling and would be forced to sell more, since all of his other holdings sucked. He’s a big bear, gold bug, everything that’s wrong with 2013.

GOGO hurts me the most, only because I saw it so vividly. I sell these great stocks because I am greedy. I want to “get over” by selling high and buying back low. But if I was truly honest to this mantra, I’d be buying ANGI here hand over fist, being that I sold her north of $25.

I’m still heavy into YELP and RBCN and have been waiting for my holdings to make a move. Even though the market is at new highs, its been tough sledding in momentum names. Case in point: SOL. What a dog. However, as long as WTI crude keeps trending higher, there will always be a spot for solar in a gambling man’s portfolio. Plus anyway, these companies are knocking the cover off the ball.

Truth be told, I fixed myself in a variety of illiquid securities and have become hostage to their caprices.