• Portfolio Management for April 2, 2014

    Yesterday was a good day for the Portfolio, but I certainly missed out on two opportunities: I failed to add to VNDA on the second pull-back and I was afraid to buy PANW (I canceled an order at 70.11.)

    I did increase my FB position at the open (not in the Portfolio Management, because it was not part of the list.) I also opened a PCYC 1/2 long position when it pulled back to support, but I did not send an email regarding these two operations.

    We can see below that the Portfolio risk has greatly diminished. We could eventually raise the stops on KBH and VNDA.



    The list for today is below. I will mostly follow the stocks in yellow.



    YHOO and ZNGA look the most promising on the long side.





    On the short side, I will probably enter one of the following trades, especially if I see a pull-back in the general markets. Otherwise, patience will be required.