Long, but Cautious
I still don’t have a reason to short, so I’m long – in a reduced fashion. However, I own my T, VZ, and MOT calls – at this point I wish these were call spreads.
Also long the other random stocks mentioned. ANN, JCG, for short term plays.
Bought today EGLE, RFMD for short term plays as well. Still have TBSI, RGR.
I’m making my list of both shorts and both value plays in case things start to firm up.
I’m long the indexes in a reduced fashion. No need to be all in here.
Looking at CQP again, PBR, BBD, AMX, CVS (liking this one alot), THO (just cracking up here), and ORLY to name a few.
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