Position Update

We sold our DVN into the gap up this morning for a quick 2 profit. We sold a bit more RIMM into today's ramp but still have some left for the 82 target (we will add it back on pullback). We still have our GMCR and are holding for 100+. We didn't make any adjustments to COG MOS QCOM nor the SPY short hedge. The position we were hurting in, MOS, now gapping afterhours thanks to POT guidance and we'll probably take some off tomorrow but keep partial for a more sustained Ag-Chem run.