I dumped my AIG calls, this was not according to my own rules, but I have a feeling it can drift for the next 3 weeks and didn’t want to chance waiting.

I sold some things not rules related, all because I think there is more immediate opportunity in other stocks.
I sold $GAME, and my $RIMM stock (I think it could sit)

I bought $CRME, $DPTR, $RT, $PLM. All 4 are of the higher beta variety and appear to have some nice chart patterns.

Sold some $CSTR due to being a little overweight in it. Sold half $AMAT calls. Sold some $CSR, and sold $AAI as it appears to be stalling. Sold some $ROYL, but have alot of it still.

Still long the indexes with a heavy tilt in the RUT. Currency mean reversion idea hasn’t kicked in yet.

I’m eyeing a bunch of stocks, but CMG and BMI look very interesting to me. PLM is included here as well. PLM is a nickel miner. Nickel is starting an upward move. If anyone knows of some other ways to play Nickel other than PLM, JJN, and VALE, let me know. It looks like BHP has a little bit of Nickel production as well.

Everything else mentioned in previous posts still have. C and MS and other stuff.

Thanks for reading

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