9:35:
To start off the day, I am selling Canadian Solar (CSIQ), which is up about 10% since I bought it on Monday. Not a bad weekly return. I will have a replacement for it soon and will post when I find one.
10:19
More Buys:
A few stocks showing some momentum right now are:
Baker Hughes (BHI)
The Mosaic Company (MOS)
MGIC Investment Corp (MTG)
Kosmos Energy (KOS)
I am buying BHI, MOS, MTG, KOS at the market
11:10
I am taking profits in RAX, as it is up about 10% today so far. Will have a couple additions to my long positions soon.
11:29
My focus today is adding more long positions to trade with the overall market rally. Right now, I have more short positions than long, and if the market climbs higher (I think it may hit 202-204 range), I want to be prepared. So I am adding the following to my long positions:
Radian Group (RDN)
Hilltop Holdings (HTH)
Tortoise Infrastructure (TYG)
Visteon Corporation (VC)
11:37
And if the market rallies, most, if not all, gains on short positions will go down or be lost entirely. So I think it makes sense to cover my top short position right now. ALXN is down about 5% since I shorted it, despite the overall market moving up.
I am covering Alexion Pharmaceuticals (ALXN) at the market
Trading Through Trends 