This Is What I’m Long…Still

October 10th, 2010 | by Hugo Gullett |

Long 2x NDX, RUT, SPX funds full posish.

7 Mini space shuttle stocks: GBG 13% (big breakout move today) SIFY 20% AUGT 38% CGR 23% DNN 15% SSN -9.5% URZ 30% wish I didn’t sell those extra positions I bought for other accounts in addition to this strategic position, but whatcha gonna do.

I also own: HBAN -1.5%, PWER 1%, CYD 5%, AKS 5%, SID 0%

There is nothing I’m seeing yet to not be long. HBAN, PWER, AKS are short term trades. CYD and SID are longer term plays if I have the nuts to hold them. I also have extra positions in DNN and CGR for other accounts. I’m most weighted in DNN at this point of any individual stock.

I like alot of stocks at these levels so if PWER and HBAN don’t move soon, I have no problems dropping them for something else. What else?

I’m either going for microcap growth, microcap value, or some deep value plays.

As example CNTF looks interesting to me, but there are MANY more (I’ll list in the comments I think later):

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