Manutius (24.69)

Journal 26 Oct 09

October 26, 2009 – Comments (0) | RELATED TICKERS: CMP , HTZ , V

1. At beginning of session, liquidated my CMP position, at a small loss.  Invested in TNDM, HTZ, and V all of which could be starting to run. (In particular, I am hopeful that HTZ and V will have favorouble earnings reports and want to precede that development.

2. Soon it will be time to take a profit in AMZN, shaving my allocation back down to 5%.

3. HOC may be beginning to falter and I will be prepared to liquidate it tomorrow if necessary.

4. All in all, my portfolio is beginning to perk along nicely, with each "winner" I collect.  Even a few of the more speculative picks are beating the S$P, although for a few that has consisted in not dropping as far as the S&P does on downward runs.  I feel reasonably comfortable with giving them their seven-day trial period.