Portfolio in Order of Position SIze: 1. AIG-WT 2. AWLCF 3. AIG 4. GS 5. LUKOY 6. PDRX 7. BP 8. SPE Long Positions:BAC-WTA, FAIRX, FOCIX, AVGR.IL, KHOLY, NFSHF, MFBP Short Positions: STPFQ (Long Put) Potential Longs: BAC, Potential Shorts: HLF, Nikhil Kumar
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