Wednesday, November 24, 2010

Our positions

We came into today long CLF APA BTU SWN UPL OXY ATPG and initiated a position in UPS this morning.   We're basically long everything in anticipation of a breakout.  We have some decent profit cushions now and can withstand some chopping around.  Crude very nice move today which gives us conviction to hold over the holidays. 

We have stocks in the following sector Oil & Gas, Natural Gas producers, Coal, Iron Ore, and Transportation.