Saturday, September 24, 2005

I closed out SHLD and GM

on Tuesday and Wednesday of this past week. On GM, I worry what any UAW concessions or Tracinda's increasing stake might mean for the stock price. On SHLD, maybe it has more downside to go, but I'm happy with my profits here.

My current short (or long put) positions are in OATS, MSO and CSGP.

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