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$AAPL, $ORCL: Extreme overreaction. Feeling like hungry baby in a topless bar. Back up the truck & keep loading IF you're for long term. 7 days ago
Closed long positions in $COH, $GES, $BBBY and $RALY (the small tech company from the last post). Went long $HFC, $ANF. Jan 27, 2015
Long on $COH, $BBBY, $GES, $AAPL & $ORCL. Building a position on a small tech company. Will disclose once done. All looked very attractive. Oct 22, 2014
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