The Russell 2000 long trade really worked well today. That was close to a 2% move in 2x beta funds. I am now in cash on that position.

The CXTI play was great. Sold all of the position for better than 15% gain (no position)

BRKR popped today. 6% gain so far. (have a position)

ACTU also had a little pop. close to 4% gain so far. (have a position)

FORG continued its move. close to 4% gain in that position. FORG is quite undervalued imo. (have a position)

UCTT up fractionally from this afternoons buy. (have a position)

Yearly Portfolio was up today. XPO still marching.

I almost forgot ONT was a mover. Remember to check ABC.com show replays for a sampling of ONT’s technology. (have a position)

I bought BWTR today for my IRA. Volume was more than double the average, somebody wanted in. I got in before the stock popped at 12pm. They have earnings coming up so be careful, but I like this company as a play on the whole agriculture boom. Their products can filter out Nitrate (fertilizer) out of the water supply - Crops need to be watered. (have a position)

BKHM had a big day today I was wondering why. New was out after the bell about Tyco Choosing their pump for undersea applications. I sort of regret not buying closer month calls. I’m stuck waiting on these Apr 5’s to see action. However, the ask did get  raised to .10 today. Afterhours, BKHM was up another 3%+ so these options could pan out quite nicely for me, but I wish I was able to profit todays move more directly. Probably a mistake in the calls I chose to purchase (as it looks right now).

Tags: , ,