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Junk portfolio now up 51% and with the 13% pop in KLIC in the afterhours its likely to drag this group of crap higher. I’ll take it.

I took a shot at more pullback in the indexes and it was wrong. I immediately covered those positions, well not immediately, I get the pleasure of the 10:45 fill. Took decent losses in the trade, but it would have been ALOT worse if I didn’t cover and held till close. So a good move off a bad one.

Near the morning I bought: CBRX, BCRX, YSI, NVAX, DYAX, ETFC, ARNA. This list is heavy on the junky little biotech stocks. The patterns look the best for potential movement due to lag. The top performer in my junk portfolio is SPPI another biotech play.

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