Tuesday, June 03, 2008

Quick Note

I essentially held tight yesterday, although I added TNH (149.10) long into the mix and increased TITN (24.53) slightly.

Exposure Long (49%): TITN; TNH; CSIQ; JASO; TTES (listed according to size)
Exposure Short (29%): SKF (23% of accounts are double-short Financials at 110.05, by being long of SKF); AMR (6% of total accounts are short AMR at 7.33).
Cash (22%): % of total accounts.

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