We'll add back our position on any move over $21 which should coincide with a move in the S&P over 1080. More on why MTH is rallying in next post.Long Meritage Homes in fund; no personal position
Thursday, October 8, 2009
Bookkeeping: Cutting Meritage Homes (MTH) Sharply
Selling about 80% of Meritage Homes (MTH) on today's rally.
We'll add back our position on any move over $21 which should coincide with a move in the S&P over 1080. More on why MTH is rallying in next post.
Long Meritage Homes in fund; no personal position
We'll add back our position on any move over $21 which should coincide with a move in the S&P over 1080. More on why MTH is rallying in next post.Long Meritage Homes in fund; no personal position
Support This Blog
Recent Posts
Most Visited Sites
Sites I Wish I Had More Time To Read
- FinViz.com
- Newsflashr
- Zero Hedge
- Wall St Cheet Sheat
- Baseline Scenario
- Naked Capitalism
- Abnormal Returns
- TickerSpy
- FT.com Alphaville.com
- Infectious Greed
- Calculated Risk
- Financial Armageddon
- Mad Hedge Fund Trader
- Matt Taibbi Blog
- 24/7 Wall Street
- The Daily Bail
- Real Clear Markets
- Cumberland Advisors
- NYMag
- All About Trends
- Market Oracle
- Markman
- Notable Calls
- Carpe Diem
- What's Trading
- Finz.tv
- UpsideTrader
- The Smart Money Tracker
- Zentrader
- The Financial Ninja
- Nouriel Roubini's Blog
- Daily Options Report
- Investment Postcards
- Dealbreaker
- Stock Trading to Go
- Toro's Running of the Bulls
- Barron's Tech Trader Daily
- FINAlternatives (Hedge Funds)
- Money and Markets
- The Market Speculator
- Contrarian Profits
- Wall Street Blips
- Wall$treet Fighter
- StreetInsider Analysts News
- Blogging Stocks (AOL)
- The Daily Reckoning
- 1440 Wall Street
- HedgeFolios
- ETF Trends
- Hedge Fund Consultant Blog
- Daily Options Report
- Get Rich Slick
- Wall $treet Folly
- Guru Focus
- Fundmastery
- The Fly on the Wall
- Bill Gross PIMCO Archives
- MrSwing.com
Our Readers' Websites
Industry Focus Sites
- Forex Trading
- US Debt Clock
- Bloomberg Bond Yields
- List of ADRs by Country
- Mr. Copper (Kitco)
- Gas Price by State
- Mortgage Trends
- Debt Maturations
- Form 4 Oracle - Insider Filings
- Chinese Stocks
- Greentech Media
- gnuTrade
- MineWeb
- SPDR ETFs Chart
- Coal Future Pricing - Europe
- Coal Pricing - US
- Baltic Exchange Dry Index
- Solar Feeds
- The Housing Bubble
- HousingPANIC
- BusinessofVideo.com (CDNs)
Some Mutual Funds That Perk My Interest
- CGM Mutual (Kenneth Heebner)
- CGM Focus (Kenneth Heebner)
- Quaker Strategic Growth
- Loomis Sayles Mid Cap Growth
- Bridgeway Aggressive Investors
- Eaton Vance Multi Cap Growth
- Saratoga Large Cap Growth
- AFBA Five Star Large Cap
- American Century Vista
- American Century Heritage
- TCW Growth Equities
- Dynamic Power American Growth (Noah Blackstein)
- Dover Long/Short Sector Fund
Contact Me
Archives By Topic
Weekly Most Read
- 1: [Video] Pippa Malmgren Tells us what Foreigners Think America's End Game Is
- 2: Almost Entire Drop in 2009's Credit Card Balances Was Bad Debt Written Off
- 3: Forbes - Dumping Debt on the Next Generation is Fine
- 4: What's the Potential End Game for this Move?
- 5: Pledge Update March 2010
- 6: Some Very Strange Things are Happening Under the Surface
- 7: [Video] 60 Minutes - Michael Lewis: Inside the Collapse
- 8: FOMC Non Event
Twitter Updates
Archives By Date
-
►
2010(390)
-
►
03/14 - 03/21(41)
- Bookkeeping: Getting Rid of This Morning's Downsid...
- Two Corporations Begin Run for Congress. Yes, I'm...
- Bookkeeping: Closing Seagate Technology (STX)
- Bookkeeping: Short Maidenform Brands (MFB)
- Strategy For a Downside Move in the S&P 500: The E...
- Bookkeeping: Buying Back TriQuint Semiconductor (T...
- Dow Theory Confirmed as of Yesterday's Close
- [Video] The Daily Show: In Dodd We Trust
- Bookkeeping: Restarting Quality System (QSII)
- Large Public Homebuilders Benefit from Tax Aid - L...
- Bookkeeping: Restarting Alpha Natural Resources (A...
- Bookkeeping: Selling 1/3rd TriQuint Semiconductor ...
- WSJ: SEC Tried to Ease 2003 Curbs
- [Video] Scott Bleier: Behold the Zombie Market
- Bookkeeping: 2nd Half of Index Position Exited as ...
- The Stock Market Priced in Gold is Actually Down S...
- Bookkeeping: Selling Half of Index Positions as S&...
- Massey Energy (MEE) Seeks to Double Metallurgical ...
- WSJ: Business Sours on China
- NBC/WSJ Poll: 17% Approval Rate for Congress; Half...
- You Can Still Make Money on the Short Side, but It...
- Moving Mental Stops on Index Up About 10 S&P Point...
- I Should Own at Least One Staffing Company
- FOMC Non Event
- Boggling
- Bookkeeping: Stopped Out of Vulcan Materials (VMC)...
- Away We Go
- US, UK Move Closer to Losing AAA Rating Moody's Sa...
- Almost Identical Intraday High as Friday
- Bookkeeping: 2 New Shorts
- Bookkeeping: Limit Order Hits for TriQuint Semicon...
- Strategy for a Downside Move in the S&P 500
- Bookkeeping: Short True Religion (TRLG); Covering ...
- [Video] 60 Minutes: Michael Lewis - Inside the Co...
- Riverbed Technology (RVBD) and Atheros Communicati...
- DragonWave (DRWI) Defends Its Stock with Normal Co...
- [Video] Chris Whalen and Dick Bove Discuss Who the...
- Bookkeeping: Weekly Changes to Fund Positions Year...
- Updated Position Sheet
- FT.com: Google (GOOG) Almost Certain to Close Down...
- Europe's Second Largest Bank Warns on UK Debt Cris...
-
►
03/07 - 03/14(40)
- Belligerent Bull Meter Starting to Surge
- Greek Bailout - Arrives with Bells On
- [Video] Pippa Malmgren Tells us what Foreigners Th...
- Bookkeeping: Selling 90% of Las Vegas Sands (LVS)
- Bookkeeping: Restarting Riverbed Technology (RVBD)...
- Some Very Strange Things are Happening Under the S...
- US Dollar Takes a Hit as Janet Yellen Leaked to be...
- Everything on Script this Morning
- Potash (POT) Raises Guidance
- ► 02/28 - 03/07(37)
- ► 02/21 - 02/28(25)
- ► 02/14 - 02/21(23)
- ► 02/07 - 02/14(33)
- ► 01/31 - 02/07(37)
- ► 01/24 - 01/31(45)
- ► 01/17 - 01/24(37)
- ► 01/10 - 01/17(37)
- ► 01/03 - 01/10(35)
-
►
03/14 - 03/21(41)
-
►
2008(2199)
- ► 12/28 - 01/04(27)
- ► 12/21 - 12/28(25)
- ► 12/14 - 12/21(41)
- ► 12/07 - 12/14(39)
- ► 11/30 - 12/07(34)
- ► 11/23 - 11/30(31)
- ► 11/16 - 11/23(33)
- ► 11/09 - 11/16(33)
- ► 11/02 - 11/09(33)
- ► 10/26 - 11/02(43)
- ► 10/19 - 10/26(35)
- ► 10/12 - 10/19(34)
- ► 10/05 - 10/12(38)
- ► 09/28 - 10/05(40)
- ► 09/21 - 09/28(46)
- ► 09/14 - 09/21(52)
- ► 09/07 - 09/14(49)
- ► 08/31 - 09/07(36)
- ► 08/24 - 08/31(43)
- ► 08/17 - 08/24(48)
- ► 08/10 - 08/17(50)
- ► 08/03 - 08/10(46)
- ► 07/27 - 08/03(46)
- ► 07/20 - 07/27(49)
- ► 07/13 - 07/20(48)
- ► 07/06 - 07/13(52)
- ► 06/29 - 07/06(42)
- ► 06/22 - 06/29(47)
- ► 06/15 - 06/22(41)
- ► 06/08 - 06/15(39)
- ► 06/01 - 06/08(36)
- ► 05/25 - 06/01(30)
- ► 05/18 - 05/25(39)
- ► 05/11 - 05/18(40)
- ► 05/04 - 05/11(41)
- ► 04/27 - 05/04(48)
- ► 04/20 - 04/27(44)
- ► 04/13 - 04/20(48)
- ► 04/06 - 04/13(41)
- ► 03/30 - 04/06(54)
- ► 03/23 - 03/30(41)
- ► 03/16 - 03/23(47)
- ► 03/09 - 03/16(32)
- ► 03/02 - 03/09(44)
- ► 02/24 - 03/02(54)
- ► 02/17 - 02/24(40)
- ► 02/10 - 02/17(57)
- ► 02/03 - 02/10(57)
- ► 01/27 - 02/03(49)
- ► 01/20 - 01/27(48)
- ► 01/13 - 01/20(46)
- ► 01/06 - 01/13(43)
-
►
2007(913)
- ► 12/30 - 01/06(33)
- ► 12/23 - 12/30(29)
- ► 12/16 - 12/23(39)
- ► 12/09 - 12/16(36)
- ► 12/02 - 12/09(33)
- ► 11/25 - 12/02(44)
- ► 11/18 - 11/25(25)
- ► 11/11 - 11/18(44)
- ► 11/04 - 11/11(54)
- ► 10/28 - 11/04(51)
- ► 10/21 - 10/28(57)
- ► 10/14 - 10/21(55)
- ► 10/07 - 10/14(57)
- ► 09/30 - 10/07(55)
- ► 09/23 - 09/30(41)
- ► 09/16 - 09/23(41)
- ► 09/09 - 09/16(37)
- ► 09/02 - 09/09(31)
- ► 08/26 - 09/02(44)
- ► 08/19 - 08/26(43)
- ► 08/12 - 08/19(37)
- ► 08/05 - 08/12(27)
Fun / Info: Non Finance Blogs