After the fire....

Just when we thought is was safe to go on vacation... all hell breaks loose. The market looks as ugly as we have feared and we can see no signs of support in the near future. As we saw today, the market is prone to huge bounces as the shorts periodically lock in their profits. We sold two positions that technically broke.

BWEN will have to wait for another day as a bulletin board stock is no place to be right now.



We really like HQS and the Aquaculture story but we need to send it down the river for now...



DAR is still a Darling here



BCPC did what any stock would do with a short ratio of 23 that's about to break down. It surged today and we will keep it in the portfolio



OTTR..our favorite stock hanging in their with the Big Dogs



WGOV held it's gap and we are holding on too!




Our thesis on alternative energy has not changed and if the market should enter into a multi-year bear...these stocks (and others to follow) should still outperform nicely.