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Bookkeeping: Cutting Back a Few More Long Positions

Submitted By Trader Mark
I am cutting back on these names for identical reasons in all situations. Stocks that had blown through support and now have made their way back to a resistance area or very close; identical set up as we see in the major indexes. I will go with the same concept as with the indexes - if they jump back over these obvious resistance areas I will pay up a bit to buy at higher prices, but this will offer us stronger charts. And very easy stop loss locations in case the market and/or stocks fall right back down.

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Sold off another 75% of Brazilian chemical maker Braskem (BAK)

Sold off 50% of recently started F5 Networks (FFIV)

Sold 60% of Market Vectors Brazil Small Cap (BRF)

**********************************

Our only 4 material long positions are stocks that have held up (on a relative basis) like champs - but stop losses are ready for all of them in case we begin a new leg down. DragonWave (DRWI), Assured Guaranty (AGO), Atheros Communications (ATHR) and EnerNOC (ENOC).

Long all named mentioned in fund; no personal position

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