Everyone seems to be concluding that we've got some downside ahead of us going in to the week ahead. As for me – I'm on the fence ready to expect anything. I'm about 60% long going into tomorrow without a single short in the portfolio. I am a bit skeptical of the perceived bearishness out there, just because everyone seems to be hopping on that bandwagon in droves, firing up the short scans and ready to take out anything printing red tomorrow. That is fine and all, but I've seen this market bounce back from worse before, and wouldn't be surprised to see this market once again bounce this week too. But that is just my thoughts and the market is under no obligation to satisfy them.
LONG: Cobalt International Energy (CIE)
SHORT: Adams Express (ADX)
LONG: Celgene (CELG)
SHORT: Patriot Coal Corp. (PCX)
LONG: C.H. Robinson Worldwide (CHRW)
SHORT: Google Inc. (GOOG)
LONG: F5 Networks (FFIV)
SHORT: Exide Technologies (XIDE)
LONG: Amylin Pharmaceuticals (AMLN)
SHORT: Vishay Intertech (VSH)
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