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%
P -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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