Good Morning World
Sorry for no evening update yesterday. I did not get home until after 8:00, and then I just fell right asleep on the couch.
The only trade I made yesterday was to add another 100 shares to LNN @ 32.08
***Update*** I just established a small position in SWN: 100 @ $45.22. Hat tip to Mdawsz for this play.
***Update*** I added another 100 SWN @ $45.67
***Update*** I added another 250 to SWHC @ $13.16
4 comments:
Fly up 2.2%? Now there is a guy that guy needs a stock widget on his blog.
I have his weightings figured out: well kinda:
he has between a 9 -15 million dollar fund.
He has about 10% ($1.5mm) in MVIS
It seems like he puts around 35% in his "the best of the S&P 400/500" (MIDD, ADBE, RS, FDC, FRX, GILD, LOW, NDAQ, CLX, DUK, LMT, BDK, VLO, etc) to approximate the "better" parts of an index.
Another 40% is in his favroite high growth stories, NTRI, BWLD, RIMM, LNN, HANS, EQIX, etc.
The remaining 15% is in his other speculative names like INSM, or in his smaller holdings.
but yeah he does need a stockalicious, but he also vows to never release his weightings, so I dunno.
Good stuff Danny. I had him pegged for about $15M book and a similar figure for MVIS. I've estimated his cost average in mvis about $3.20.
Danny, Fly has claimed on Ducati's blog that he never puts more than 6% into one position.
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