Thursday, February 4, 2010

Bookkeeping: Stopped Out of 60% of DragonWave (DRWI) & EnerNOC (ENOC)

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Make that 2 material long positions...

DragonWave (DRWI) joined the "breakdown" party and my stop loss in the mid $10.90s hit; reducing our exposure by 60%.  All the same comments as I made for Atheros in the previous entry apply here. 




EDIT 10:35:  Make that 1 material long position as EnerNOC (ENOC) stop loss also hit this morning.  2/3rds taken away just under $31.  Almost identical chart to Atheros...



Long DragonWave, EnerNOC in fund; no personal position


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