Originally Posted by
ericoleman
Hi Mike,
Was the portfolio manager that you reference utilizing options to attain such a stellar performance in a matter of weeks, or was his entry into the housing sector in January of 2012? Really appreciate the comments on cyclical sectors.
Best Regards,
Eric
I don't know for sure but I don't think so as he has never mentioned playing options at any time in the past. He is a margin player for sure and a very good swing trader. He analyzed the group and picked the four stocks that had gone down the most and played these. He entered around Jan 6 of 2012.
Mike Scott
Cloverdale, CA