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I talked about the dry bulk shippers at their bottoms and how they were raging buys on the 18th when I first bought DRYS, again on the 19th,  again on the 22nd, and finally on the 23rd. DSX up 7%, QMAR up 19.78% because EXM is buying them – NICE BUY EXM!, DRYS up over …

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AEO – American Eagle Outfitters. I liked AEO when it traded on the Nasdaq back under symbol AEOS in December 2005. I like it again. We are basically at the same levels as that time and American Eagle ran up about 300% from my buy point. RIMM – I love it here. they had ridiculous …

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This is delayed because my internet was down. Being cash worked yesterday as the market couldn’t hang onto any of its big up open gains. The volatility has been insane this entire month, but especially this week. DRYS – Nothin off that trade. Closed at my buy. Afterhours closed up to 57. TBSI – Closed …

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Defense…stomp stomp…Defense VTR – Healthcare REIT. Looks good. HCN – This would be a rebuy for me. Also looks good. UVE – Had great earnings. I still hold a position, but sold alot of it earlier this month and late last month. QMAR – Still cheap, might need a pullback. RESP – IMA – UNH …

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I cashed in my index longs selling my UWM for 1.5% gains as well as my 2x funds for 1.5% in the RUT and close to 2% in the NDX. I thought I would get a better up move than we saw this morning, but I’ll take it. We might close higher by the end …

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