Thursday, December 23, 2010

'Twas the Night Before the Night Before

Trades: I bought WFR shares and AMAT calls.

Reversal alerts: IOC, DORM and IDTI. IDTI is the winner here with better sales and earnings growth, dropping the P/E from 45 to 15.

Value-sales port, +38.0%
I'm 18 for 18 on the value-sales portfolio started 7/30/10. I think I'll take the next two days off.

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