WAC and other mortgage service provider NSM, $40 losing 8pts wow, pretty hefty hit for 3c miss, wud have been hard to anticipate that hit though (got little a little too rich ?)
KORS has become my new retailer like its moves like NFLX can anticipate the bear/bulls who are cordially respecting certain pivots . Like later NFLX bounce of 179, thats free money long (easy to play)
SLB, those guys just reaching full valuation and only one way to go, tho Cyprus is the trigger this market was frothy anyways.
LULU true to form was one short only but contrarian bounced as i thought holding 62 all thru the swoon.
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