1 686 Out of $NYT long, 11.53 ave; NYT reports tomorrow b4 open, is acting the weakest of my remaining longs and I'm looking to lighten; bye4now Tue Feb 09 19:52:29 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8868222154 12420452 web NYT Reduced $HUM long to 3.8% 47.74 ave Tue Feb 09 18:32:55 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8865415461 12420452 web HUM Added initial 5% short $DB in a couple of TOS accts (can't borrow elsewhere), 62.65 ave (puts in another 2 and working on figuring out rest) Tue Feb 09 17:34:25 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8863341695 12420452 web DB Out of $ATHR long, 33.42 ave Tue Feb 09 17:27:12 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8863082703 12420452 web ATHR Bot a chunk of $DB Mar 65 puts at 5.00; cannot borrow the stock Tue Feb 09 17:21:08 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8862864708 12420452 web DB Increased $SKF to 6.2%, 26.02 ave; slight error last tweet - accts now ~1.5-to-1net-short, 64% vested Tue Feb 09 16:47:30 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8861622406 12420452 web SKF Out of $TM long, 74.48 ave; accts now ~1.5-to-1 net-long, 62% invested Tue Feb 09 16:39:26 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8861323985 12420452 web TM Reloaded 3.6% $SKF, 26.38 Tue Feb 09 16:17:49 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8860512852 12420452 web SKF Increased $MS short to 7.1%, 26.84 ave. Updated total position prior to MS-add... http://centrifugaldeforest.blogspot.com/ Tue Feb 09 16:03:55 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8859984597 12420452 web MS Increased $MS short to 7.1%, 26.84 ave Tue Feb 09 16:01:59 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8859909955 12420452 web MS Out $GWR short between 29.68-30.00 last 20 min (ave ~29.88); accts now ~3-1 net-long, 64% invested; will update position on site in moment Tue Feb 09 15:27:08 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8858575755 12420452 web GWR Out of $CSX short for now, 43.58 ave Tue Feb 09 15:12:05 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8858000259 12420452 web CSX Out of $SKF, 25.865 ave Tue Feb 09 14:56:53 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8857410356 12420452 web SKF Reloaded 4% long $MMR, 15.36 ave Tue Feb 09 14:35:41 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8856620143 12420452 web MMR Out of remaining $CVS long, 33.22 ave, pre-mkt Tue Feb 09 13:51:18 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8855021986 12420452 web CVS Not counting $CVS, which I am working-off afterhours, accts now ~1.33-1 net-long, 75% vested; cut 25% of $CVS so far, more depends on Cramer Mon Feb 08 22:54:05 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8828495517 12420452 web CVS Increased $CVS long to 12.9%, 32.68; looking to unload at least half this position in the after-mkt Mon Feb 08 20:56:38 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8824266162 12420452 web CVS Added 6.5% $CVS, 32.87; Speculating Cramer 2do feature-pump on CVS tonight, based on his pre-eps comments Friday; 1day trade, aggresve accts Mon Feb 08 20:08:16 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8822636378 12420452 web CVS Added 4.6% $SKF, 26.015 ave Mon Feb 08 18:19:06 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8819015664 12420452 web SKF FYI, $HUM will be speaking at UBS Healthcare conference at the bottom of the hour, 12:30 EST Mon Feb 08 17:12:44 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8816772283 12420452 web HUM Increased $SIRO long to 5.9%, 34.20 ave Mon Feb 08 17:04:43 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8816491520 12420452 web SIRO Reloaded 4.7% $AMZN long, 118.72 ave Mon Feb 08 16:39:00 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8815581180 12420452 web AMZN Big #'s from $SIRO today; valuation cheap, relative to growth; stems from top-rated industry grp (Med Sys/equip); looking to increase <34.10 Mon Feb 08 16:32:48 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8815359315 12420452 web SIRO Added initial 4% long $SIRO, 33.47 ave Mon Feb 08 15:36:04 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8813290962 12420452 web SIRO Out of $IAG long 13.945 ave Mon Feb 08 14:45:14 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8811435663 12420452 web IAG Out of $MMR long 14.90 ave Mon Feb 08 14:40:57 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8811283369 12420452 web MMR Out of $AMZN long for now, 120.55 ave Mon Feb 08 14:38:28 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8811194979 12420452 web AMZN ~1.66-to-1 net-long for now, 76% vested; Longs: $TM, $HUM, $BEAV, $AMZN, $ATHR, $MMR, $HITK, $NYT, $IAG; Shorts: $GWR, $TWM(long), $CSX, $MS Fri Feb 05 20:42:16 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8692572391 12420452 web AMZN ATHR BEAV CSX GWR HITK HUM IAG MMR MS NYT TM TWM Added 4.2% long $ATHR, 32.00 ave; accts now ~1.66-to-1 net-long, 76% vested Fri Feb 05 20:39:50 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8692488172 12420452 web ATHR Added initial 3.5% long $IAG, 13.35 ave; 1-3 day trade Fri Feb 05 19:22:50 +0000 2010 Centrifugal http://a1.twimg.com/profile_images/80479434/Photo_44_normal.jpg 8689905931 12420452 web IAG