Monday, December 31, 2007

Further

Short AAPL, FSLR and AMZN now for the first day or two of '08.

Long ONXX, C, COH, SBUX, CAF and GENZ (C, COH and SBUX are for the first trading day or two of '08 only, as well).

58% net-long for now - see you then.

No comments: