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THQI, likely there will be some follow through first as longs liquidate at any price. But then the stock could surge

THQI files for BK. Stock might actually be a buy at .50 CFO has been out for a while and they had an event of default a while back, expectations were quite low already. Market cap is quite low, and bk stocks have been hot due AAMRQ. I don't do longs in bk stocks but I will watch it so I can learn

Covered half of ISRG. Might hold the rest for tomorrow panic, but might keep some for the long-run

Shorted some HLF. Same thesis as ISRG, follow through as money managers panic. Bit riskier though because the stock was down a lot very quickly

Citron report makes a lot of sense. Might add this one to garbage index, it looks like MLNX(Super high valuation stock with catalysts to compress premium)

ISRG short % of float is 7%

http://www.citronresearch.com/wp-content/uploads/2012/12/isrg-final.pdf Shorted a bit of ISRG. I bet Citron low price target will panic some hedge funds or mutual funds into selling later today and tomorrow. I will cover into the panic

http://seekingalpha.com/article/1072051-heads-you-lose-40-tails-you-lose-70-on-gamble-with-navidea-shares I hate biotech but I took a small short in this stock. The insider selling is a give away. If the stock panics tomorrow as longs read the report I might just cover everything

And I call them assholes is because I believe its completely ridiculous to try to suspend transparency of information and the price mechanism in a capitalistic economy during a major event. They think they are being nice to the families but they are doing a major disservice to markets and...

The problem is not the immediate legislation, problem is the market will put a lower premium on the stock and sector because they will realize how uncertain its future looks (and how exposed their earnings are to more tragedies). I wrote an article for seeking alpha this weekend saying why the...

Stock is down a lot here. I wouldn't buy it or short it, its a tough call after this drop

Gun markers imploding this morning. Covered too soon but I'm glad the thesis was correct

This jump in sales is a one time event while gun laws are likely to be permanent(Or at least last many years). Its not that simple

Also covered AAMRQ, will let this uptrend show weakness again to short

Covered most of SWHC into morning panic. Will ride the rest till the end of the day

NBG down a lot pre

I shorted SWHC today and traded it a few times. I believe Obama's speech was just horrendous to any company sensitive to gun laws. I will cover into panic on monday This is the worst school shooting in US history. Kids dying also will drive the media and people much more emotional than...

Nice opportunity in BRKB stock. Right now the stock is in the buyback range. Buffett has more than $50B in buying power to buyback stock(cash plus bonds). Should provide some kind of floor for the stock Even if it doesn't you can always fall back on the fact that he thinks the stock is...

Back in AAMRQ, momentum broke. I'm still a bit scared of a parabolic resumption

People are saying that the combined AMR US Air will be worth $8B. At current market cap of $263M, shareholders have to get 3%+ of the new company 100% of the time to justify the market cap(Actually more given that people demand a premium for risk) I'm yet to find any indication or article...