Marketgems Earnings Trader- Trading Strong or Weak Earnings Growth

[jenna]

ELX KLAC,IBM amazing close in front of a rally! Well we're done with IBM for now, one if the biggest shorts/puts. Still think we have one "encore presentation" with KLAC next week but the plays I like now are the financials, pharmaceuticals, insurance... and not necessarily need technology just yet.
Can't imagine how the luck held out and every put and short was covered as late as possible. Seems we 'pushed out luck' a bit, but the positions were getting sparser and sparser and the feeling of parting with those puts left a void.

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