Stock Model

Current position rankings:

IR -2
ACOM -3
RVBD -6
QCOM -2
APKT -6
ARIA -4
PAY -5
NOG -4
CRM -6
LULU -6
JAZZ -4
HTWR -4
CXO -1
DECK -2
DRC -5
FLR -2
FFIV -5
KWK 4
LLY 6
CRUS 2
MERC 3
ATW 3
ASYS 3
CVX 5
EIX 3
AFAM 4
SCG 4
CSC 2
TER 4
TQNT 3
USB 4
VECO 4
VPHM 2
WFC 4
 
Sell to close CRUS, 15.80
Sell to close CSC, 26.44
Sell to close VPHM, 27.93

The book is leaning short again.

VPHM has been one of my star longs. 47% return, but the ranking has dropped to 2. CRUS and CSC have been blah and the ranking is also nothing to write home about.
 
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