Seeking Alpha
  • Chines33
    I am long UN EMC BRCM AAPL DE CMI DD UPS SLB ESV JNJ IAU SDS...slowly building on declines but these will be key holdings.
    9/30/11
    Reply (10)
    • Chines33: I will only be looking to add SNY or NVO APA or NOV PRU and one retailer potentially KSS TGT TJX or COST..Been saving cash for this moment
      9/30/11
    • Chines33: I am about 60% cash. More when taking off the SDS. Swings trades have been saving me.
      9/30/11
    • jason2713: im only holding AAPL but looking to re-add CMP DE SLB GDXJ
      9/30/11
    • Chines33: I also nibbled today at VIA/B cuz I think it is too cheap..I'd consider IBM again if it got back to low 160s...SD could be a shelfer too.
      9/30/11
    • Joshua Hayes: Chinese, you should really look into trend following. You are really fighting an ugly tape here. I wish you the best but my god. Very scary.
      10/1/11
    • inquisitivemind7: You have large SDS positions to fully hedge your positions no?
      10/1/11
    • Ocean Man: I added CMI and DE at the end of Friday's session too. CMI continues to say they're turning away orders, numbers will be good.
      10/1/11
    • Ocean Man: Josh - here's the trend I'm following: S&P rangebound between 1130 and 1220 for 2 months. We're at the bottom of that.
      10/1/11
    • 0ZJ: I like COST or TGT in retail, simply for what I see. They bustle 7 days a week. Noticed the same about CMG when it was $84.
      10/1/11
    • inquisitivemind7: OceanMan, it's technically 1120 (not 1130) to 1220.
      10/2/11