As I already informed everyone by email, I have closed the long SPWR and ENDP most recent long positions, because the market looked too weak.

Both still look good on the long side, but the market could drag them down for now.
When I take a new position, I prefer to get out fast when the position turns or might turn against me.

The UAL position can be kept, because we have a trailing stop above the purchasing price and the stock is doing OK for now.


Pascal