We haven’t sent out any updates because there has been nothing to do in the market since the qe3 announcement. Trimmed AEM today for a 10% gain, and bought 1 call on PHM at the closing bell, just in case this run continues. I hope you guys have made money out there on our recommendations. With the exception of PETM and Jamba Juice (both were basically break evens), our core holdings in the portfolio have outperformed. Be patient now as stocks have had their run.
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