Portfolio Update

Tuesday, January 29, 2008

CVC been adding all morning from 22.17-22.50 looking for a swing here
Taking half of JBLU off table 5.41
IMB added to 300
holding SIRI, MSO, XMSR, AAPL FRPT

Like NOK, BIDU (short)

a great idea to take some calls in the vix into fed meeting to hedge any longs

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