Midday Update

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January 31, 2008

DRYS – Ripping higher again another 5%. This was a nice call. 26+ up since buy.
EMKR – Up 11% right now, up 14% from yesterday’s buy.

Bought: HOKU @ 9.55, LULU @ 31.87, CROX Feb 35 calls (small position) @ 1.3, ADDED to my NDX long @ 1792

Sold: JRJC @ 15.55 for a loss of 7%, JADE @ 3.12 for a loss of 4%

Solar acting well today and Dry Bulk shippers are solid again as well, as are financials too (Fed has their back).




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