Portfolio Update

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I sold KLIC today for a slight gain. I will look to add back should the market conditions warrant. Other than that, my portfolio is unchanged. The past two days, both USG and SLCA have been ripping. I think that SLCA will head higher with time, my write up on it can be found here. If everything hits my targets, I will be holding two core positions by this week’s end: SLCA and WNC. I have a few speculative plays in the pipeline that should do well in this stage of the market. Check out ODP. I was stern on holding my ground, but the thought of cash is making me feel more comfortable. I was down huge last month and my stocks rallied back into the black on my books. I cannot be greedy.

My current charts and positions can be found here on FInviz.

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