Some Small Trades

I added to HCLP for $39.42.

I also nibbled on some more UEC for $1.13 (WARNING: if you are following at home, this position is to be kept LIGHT. I’m at less than 3% of assets, with a 1.5% unrealized loss on this. It’s down almost 40% YTD – my worst call this year so far – but precisely because I’ve been keeping it small, that’s not a problem. This is a true investment, not a trade. Big cash flow losses are expected in early years of a young company, but bad luck could easily snuff out any holders to $0.00)

My cash position is still right around 20%, thanks to capital losses. *hurray*