• Michael Kudrna
    Added to $NOG position at 25.83, not aggressive and it's well above my current cost basis, may protect if it falls more. $$ #KSMT
    1/20/12
    Reply (22)
    • John Rayhall: It's getting hammered but you said that would happen.
      1/20/12
    • Michael Kudrna: Oil and Gas sector getting punished, I'm viewing as opportunity but I added way too soon
      1/20/12
    • John Rayhall: Ya I'm in too many of these names dumb should have been in more tech and biotech right now.
      1/20/12
    • Michael Kudrna: thats why I spread it out with smaller positions. When one position looks to be turning bullish, I push my chips towards that position
      1/20/12
    • Michael Kudrna: like NANO this morning. Had a position, saw bullish activity and pushed my chips over to it. Now I've been taking profits
      1/20/12
    • John Rayhall: I'm not huge into any one but I still don't like the red lol look at CLDX I'm long since 3.11 bought IDIX for the weekend see if they get
      1/20/12
    • John Rayhall: bought out
      1/20/12
    • Michael Kudrna: yea i've been watching them...just no room in my portfolio without overleveraging myself to too many positions. I like to stay around 10
      1/20/12
    • John Rayhall: Right now I'm in CRZO, NOG, FTK, STMP, BSX, LYB, SMSI, CLDX, IDIX, KORS as my main 10 positions I have a few other smaller ons. Should cut
      1/20/12
    • John Rayhall: back though
      1/20/12
    • Michael Kudrna: I'm always actively rotating my positions adjusting the size of my bets very very often.
      1/20/12
    • John Rayhall: Sounds smart.
      1/20/12
    • John Rayhall: NOG is getting absolutely destroyed right now. Ouch my you know what hurts.
      1/20/12
    • Michael Kudrna: Yup, Ive set alerts and no longer watching. I'm watching those acting well, looking for opportunities. Tech holding well
      1/20/12
    • John Rayhall: I like RVBD looks good. look at the STMP chart think it breaks to new highs.
      1/20/12
    • Michael Kudrna: STMP looks great, but what concerns me is neg news on it's big price. I prefer stocks undervalued and charts like that..those increase odds
      1/20/12
    • Michael Kudrna: It would be hard to justify this price is undervalued unless someone shows something we are overlooking....makes me very cautious to bet on
      1/20/12
    • John Rayhall: I'be been in and out of it the last 6 months been good to me. In from 27 now. I think they will crush earnings and shoot to 35 +.
      1/20/12
    • Michael Kudrna: I never gamble on earnings unless it's profits (free money) or long-term position. I lose the edge when I go into earnings, dont want that
      1/20/12
    • John Rayhall: I respect that I don't usually either and they're not for awhile so far they've been blowing them out we'll see.
      1/20/12
    • Michael Kudrna: AMCC grinding higher
      1/20/12
    • John Rayhall: Ya looks decent
      1/20/12
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