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2014 Best Ideas – YTD And Weekly Progress

|Includes: FB, FEYE, Sanofi-aventis (Value Right) (GCVRZ), IPO, PANW, SNY, TWTR

Favorite Long for 2014: Sanofi SA (NYSE:SNY) Rights (NASDAQ:GCVRZ)

Favorite Short for 2014: Renaissance IPO ETF (NYSEARCA:IPO)

If you are interested in the long idea, I set up a portfolio of such merger securities that anyone can invest in. If you are interested in the short idea, you might want to consider their holdings. In addition to IPO, I have recently taken additional short positions in components such as FB, FEYE, TWTR, and PANW. These ideas are intended for a one-year time horizon but this is where things stand after one quarter. Come what may, I will report back on progress by the end of the year.