Portfolio Update

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I am running around like a chicken with it’s head cut off, and have am engagement to attend. Here are my current positions, by size:

Long

UA +4.75%

GILD +5.7%

SPF +1.57%

NFLX +27.03%

LGF -2.36%

TSLA -8.03%

CVI -12.79%

PMM -1.31%

SWHC +10.4%

(LESS THAN 1%) FB –18.55% and TZA -23.48%

 

Short

STP +62.92%

-11.95%

LDK +16.45%

LULU +4.58%

JASO +9.17%

TSL -1.70%

CCL +3.22%

JOSB -7.24%

 

Cash 11.74%

I’ll be back tonight to tell you about what it was like, 10 years ago, waiting to invade Iraq. And, I might provide some picks. 2013 IS the “Year of The Rhino.”

 

 

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