Dec

18

Sold IBIN.OB, bought more SDS

December 18, 2007 | Leave a Comment

This afternoon I decided to sell my holding in IBIN at $1.99. Frankly, this was a non-core holding and more of a quant play than anything else, and I’d rather have that capital available to put to work elsewhere. I also decided to up my holding of the SDS by roughly 50% at $55.45. With the market up but without conviction, I view this bounce as a reasonable place to add to my short position.

Nov

28

Jumping in on the long side

November 28, 2007 | 3 Comments

Today I decided to jump in on the long side in a number of names. I’m just going to cut to the chase and go down my list of buys.

AVAV at 23.42 because the company continues to get military orders and is ramping up its green energy segments

CEUA at 4.71 because upcoming investor conference might finally put this on the radar

CAGC at 2.88 because China needs non-chemical fertilizer and the stock is dirt cheap

CNEH at 2.20 because it is […]

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