Friday, February 29, 2008


I am a hind... for not shorting/putting AAPL MORE... There was no way THIS RALLY was going to continue. I think it does look good going into April, but i wouldnt touch it on the long side til fall... after we see how the next 2 quarters go.

I have been waiting for bad news to knock some sense (red). I still have a few puts
DHI is finally coming to its senses. and construction report is on monday. i will have to sell this loser at the time.
WFC is finally coming back down.
AEO is getting a nice butt kicking too.

Oh, and Visa... it will be a fun IPO to watch.

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