Mattu's Tax Loss Picks

[Bob Zumbrunnen]

What's wrong with Google? I bought at $401.81. Also bought back half of my core ELN position this afternoon at $13.73 and some SANM at $4.58. Okay, all current positions are under water, but if I wander into K-mart and there's blue lights flashing all over in the automotive section, I'm spending some money.

Got out of my ELN puts at a pretty good price. 20 cents below the best price, but it was VERY helpful. A big batch bought at $0.30 and sold at $1.60 the next day was just the kind of medicine the ol' portfolio needed.

Of course, my ELN calls expired worthless. But even with my current positions being underwater, I was able to undo a little more than half of yesterday's damage, thanks to the puts.

Portfolio value: Up 26.4%, Margin usage: 26.1%