1 69 Been going sideways lately. Frustrating. $CRN changing this today. Significant short position, big new contract. Good start. Wed Jan 13 15:00:20 +0000 2010 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 7710612648 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CRN Getting hurt with $BVN this a.m. $TXI looking strong. Infrastructure plays' time? I’m thinking so. $NVDA surprising me, no position now. Mon Dec 07 16:21:38 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 6434762195 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BVN NVDA TXI Nibbled at $HELE at $20.79. Forgot to place mutual order for $PRMSX (Sale ends today.). Trading acc't with 60% in cash now. Good luck. Fri Nov 27 19:25:02 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 6120233001 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> HELE MM taking BBOX down for his favorite short clients? Down on light vol. Buying a lot.$BVN looking good,$PAAS better.Out of $PAAS @ $20. :-( Wed Nov 25 20:36:57 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 6060332917 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BVN PAAS @lockeonstocks I too have been eyeing $FLR. It’s just one more factor to consider; When are the pundits going to start their pumping? Tue Nov 24 23:44:01 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 6023404330 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> FLR $BBOX moving again like in-earnest short covering rally. $BVN making me regret reduced holdings. PM’s crazy strong overall. Mon Nov 23 15:12:17 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 5978576660 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX BVN $BBOX not showing any signs of weakening today. Fri Nov 20 19:27:09 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 5897997065 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX Like I said earlier, $BBOX perhaps short covering? Should have taken my own advice and bought some. DIHS. ( Deer in headlights syndrome.) Fri Nov 20 17:55:24 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 5895744384 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX Sitting in cash as of early last week. While not cashing at the top, and feeling some pain, better now. $ADTN downside move on volume? Fri Nov 20 15:42:23 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 5892238597 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> ADTN Keep an eye on $BBOX for short-covering rally. It might be heating up. Fri Nov 20 15:35:44 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 5892061641 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX Bought more $EBAY. Thoughts on Seeking Alpha. http://bit.ly/1jI2K Fri Oct 16 04:56:45 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4908785946 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> EBAY Positive coverage on $BVN, $EBAY on Seeking Alpha. No news but significant move in $CRN, interesting. $BBOX looking good. $SCSC solid. Thu Oct 08 06:10:41 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4703194321 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX BVN CRN EBAY SCSC Good moves from $BBOX and $PKE today. PKE on more volume, BBOX on less. Both very good fundamentally. PKE lots of cash. 11:1 Current Ratio. Mon Sep 28 20:44:42 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4452162465 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX PKE Technical traders now driving $PKE. In at $22.03. Soon it may hit my 10% base hit standard, prompting sale. Sold $GTIV for +10% this a.m. Fri Sep 25 19:05:30 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4375571427 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GTIV PKE Oops, sold $TXI a little early the other day to protect my 10% base hit. Short covering rally kicking today after earnings beat. Thu Sep 24 13:54:47 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4342003078 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> TXI Sold my $TXI at $44.30, representing my "base hit" threshold of a gain of 10%. $GTIV, holding with around 12% gain since last week.Greed? Mon Sep 21 19:17:51 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4153207680 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GTIV TXI $GTIV showing green presently, as is $TXI with short-covering continuing. The stronger it looks relative to market, the more covering.IMHO. Mon Sep 21 14:44:29 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4147444077 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GTIV TXI $CRN chart/trend looking good.In at $16.10,took profits at $20.35, couldn't stay out.Back in at 20.67. Long $GTIV,$TXI,$CRN,$SCSC, others. Sun Sep 20 13:26:45 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4123352236 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CRN GTIV SCSC TXI $GTIV getting a decent pop with some extra volume. Nice fundamentals on this one. Fri Sep 18 18:43:24 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4085063697 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GTIV Short covering alert, $TXI. That's all I have to say about that. Thu Sep 17 14:33:30 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4055046953 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> TXI Check out $GTIV. It seems to be flying under the radar. Up over 8% today. Still lamenting sale of $USG, cheering buy of $TXI and $GTIV. Wed Sep 16 18:25:49 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4034937901 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GTIV TXI USG Selling $USG a few weeks back is hurting but it looks like the short covering burst is hitting $TXI. Metals $BVN, $PAAS, $SLV look good. Wed Sep 16 15:43:43 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4031560079 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BVN PAAS SLV TXI USG $BBOX with 9+% being held short, presents opportunity for big short cover rally. Tue Sep 15 20:11:06 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4012246938 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> BBOX @topstocksmsn The $ of gold has nearly quadrupled during a period of very low inflation. Predictive qualities of "history" questioned? $$ Tue Sep 15 16:54:33 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4008199708 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> Morgan Keegan starts coverage at Market Perform on $TXI. Pretty heavily shorted stock to date. If covering starts, watch out above. Tue Sep 15 16:50:29 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 4008120702 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> TXI If $TXI can pop a little more, it should trigger some short covering. It probably needs 2X what it's shown already this a.m. Fri Sep 11 14:01:01 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 3911416963 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> TXI $CKP looking strong today on relatively light volume. Inventory shrinkage control a must for retailers in tough economy. Shoplifting surges. Thu Sep 10 20:34:33 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 3895452986 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> CKP Picked up $RSH at intraday low ($16.85), but irked I didn't jump before upgrade.Typical stuff.Solid fundies.Publicity pop, where to stop? Thu Sep 10 20:28:40 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 3895334258 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> RSH Bought some $TXI as infrastructure play. Large short interest could mean lucrative 4 recent longs. Added $GTIV. Hesitation on $RSH hurts. Thu Sep 10 14:31:50 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 3888234962 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> GTIV RSH TXI $RSH on radar for months but never pulled trigger. Good fundamentals. Upgraded this morning by large house, nice analyst pop.+$1.07.Carumba. Thu Sep 10 14:20:54 +0000 2009 MrRoundel http://a1.twimg.com/profile_images/395174262/secos_avatar_normal.jpg 3888032990 37266236 <a href="http://stocktwits.com" rel="nofollow">StockTwits</a> RSH