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Lee Eugene Munson's  Instablog

Lee Eugene Munson is the founder and chief investment officer of Portfolio, LLC (http://www.portfoliollc.com/). He is a regular commentator on CNBC and writes a daily trading blog on Seeking Alpha. Mr. Munson has a significant and salient background in the financial services industry. Early in... More
My business:
Portfolio Asset Management
My blog:
LEEMUNSON.NET
  • VFC and HD - in it to win it. 1 comment
    Jun 24, 2009 05:44 PM | about stocks: VFC, HD

    Yes, I held them. The short on SDS helped pay for the timing issues. VFC has a stop around 55 (at 55 it broke the trend line). HD is simply 22ish. No magic.

    Remember - high quality only until the end of the quarter. Then we will look at shorts in the crappy sectors (including retail, SCC!!!).

    Stocks: VFC, HD
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