Trade Ideas for 01/04/10

The market took a huge tumble in the last half hour of trading New Year's Eve. Just a deep pullback? It seems that way, perhaps tax-related selling. The drop was sudden and sharp, but not devastating. But we'll see next week. We lost a bunch of positions, including our hedge TWM (sadly) and VMW for losses, and CBG and SBGI for gains. We bought GNK.

Current Holdings
Ticker	Basis	Closing Price	Perf.	Sell-Stop	Addl Exit Guideline	Chart
AONE	16.81	22.44	+33.5%	21.74	N/A	Chart
VVUS	8.76	9.20	+5.0%	8.99	N/A	Chart
GNK	22.74	22.38	-1.5%	21.99	N/A	Chart
ASH	39.92	39.62	-0.8%	39.36	N/A	Chart
IVAN	2.74	2.86	+4.4%	2.74	N/A	Chart
DDR	9.34	9.26	-0.9%	9.15	N/A	Chart
CPST	1.30	1.28	-1.5%	1.22	N/A	Chart
SOLF	7.71	7.63	-1.0%	7.49	N/A	Chart

New Trade Ideas

Ticker	Entry	Exit A	Exit C	Chart
MTH (Meritage Homes)	19.54	18.99	N/A	Chart
RDN (Radian)	7.77	7.27	N/A	Chart
GLL (Ultrashort Gold)	10.53	10.16	N/A	Chart
SKF (Ultrashort Financials)	24.31	23.81	N/A	Chart

Please refer to "How To Trade The Ideas" (right-hand side) to read this table.