Wednesday, November 10, 2010

Updated Position (re-ramp aggressive long)

Got up to 7.75-1 net-long on Monday and as low as 2.14-1 net-long last night.

Ramping up again all morning, my neck 5x's out the window for now.

Follow Centrifugal to fade trades in real time

Total Position: Currently 5.2-to-1 net-long, 86% invested

Currently Long (according to size): NFLX (increased today, 8%); RVBD (increased today, 7.5%);
ULTA (7.4%); CRM (7.1%); COH (7%); DAL (6.8%); LTD (6.5%); VALE (5.9%); STRI (added today, 5%); IGTE (4.2%); GMO (3.6%); OVTI (3.1%)

Currently Short: DISH (7.8%); RSH (6%); Covered GMCR and SLV today

Futures: no current position

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