SMTC, ADCT were holds and early entries as earnings plays but we are also in a number of retailers and still hold for 3 to 10 days (WTSLA, HOTT, ULTE and we just gave up TOO) LOW was an earnings play that did great and all in all the Retail Sector, Gaming Sector, Oil/Energy, Alernative Oils and very select techs are just continuing to be held, although I don't see them all staying in a longer term portfolio, we'll hold them until our trailing stops are triggered. RIght now I'm still bullish and long on XTO, ROIL,MVK, PTEN, TMBR (closed today)VTS, CAM (last week), RDC we've been holding this sector the longest. Gave up ENE, APA, AHC on options expiration last week.
If ADCT does well I'd consider holding for 15 and if SMTC does well I'd hold that also for more upside. |
