08/09/2012 Mousetrap (early rotation)

[Timothy Clontz]

Small Portfolio XLF & IAU 12.07%

Position Date Return Days
CSGS 10/3/2011 55.46% 311
VG 10/27/2011 -38.91% 287
BT 1/4/2012 11.09% 218
SAI 5/30/2012 8.11% 71
XEC 6/5/2012 18.90% 65
DECK 6/15/2012 -8.61% 55
CVX 7/5/2012 4.44% 35
RIMM 7/16/2012 5.10% 24
UEIC 7/30/2012 15.46% 10
QSII 8/6/2012 4.98% 3

S&P Annualized 3.55%
Small Portfolio Annualized 10.11%
Large Portfolio Annualized 15.97%

Ref: http://market-mousetrap.blogspot.com...ling-csgs.html
Early rotation: selling CSGS; buying CECO.
Another terrifying move…
Only thing going for CECO right now is that education might be the next Bernanke bubble. Zero hedge has an interesting comment there:
http://www.zerohedge.com/news/bernan...tability-issue
Earnings are off. Student enrollment is off. Their accreditation is being attacked. Looks like some HFTs kicked its face into the dirt.
Yeah, my kind of stock…
Tim
As always, if they gap away from each other, that would prevent the trade.
I credit the Zero Hedge tip to www.effectivevolume.com (for those interested in market timing, it's a fantastic site, and Pascal offers incredible insights).