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|Includes:Dell Inc. (DELL)

02 JUL 2013. Today, I bought to cover my DELL puts at .30. I subsequently took the cash that secured those puts and went long DELL shares at 13.36. With Mr. Icahn putting the heat on Mr. Dell, I think a long position on Dell is more favorable than the puts.

Nearly 100% of all of my accounts are long Dell, now.

Stocks: DELL