TC, my first post to your thread.
Here's how I'm playing my nets. I'm in ABOV as the stock had been oversold and just split. Didn't have much of a prerun split, but volume has been coming back on up days. Would like to sell, but afraid of missing an explosive run. Chart looking like a turnaround as well. I think CSCO's numbers will have a plus on the market, as well as a rally into DELL's earnings (if things sell of prior). After DELL, there isn't much news to drive stocks. One other reason I'm much longer than shorter in the nets is that there is a lot of $$$$ looking for a place, and why not go back to the same well again and again if it keeps paying to?? Some day it won't, but I don't think we've reached that point yet.
Hedge LPGL long(great play, as it pays a dividend and they have 2 ipo's in the next month) and WCAP short. Not short WCAP yet, but waiting till JUNO ipo nears. Worked pretty good last selloff.
Also hold BOWG and WLDI. Bought at a cheap price, so unless they spike, then I'll hold.
Long BKS for the BNBN ipo, but will flip posotion when ipo approaches.
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