Cutting Positions and Looking for Free Agents


With job numbers and the idiocy that is the DPRK happening, I think we trade down for the time being. That is, until the Cocaine Train makes its way back around again.

I’m cutting these:

PMT –0.35%

BEN -2.12%

MGA –0.80%

(All 3% positions)

I can’t make a decision on SPF, LGF, or SWHC, right now. They are all sitting in the red, but I think they all have the chance to rocket up at anytime.

After the selling the above, I will be sitting at 30% cash, and I just added to my LULU, P, and CCL shorts.

I’m doing some work on a few names, but nothing is really jumping out at me.

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