Monday, May 14, 2012

05/14/2012 Position change

I'll be making a change in the holdings of the Mousetrap tomorrow:

If DECK (Deckers Outdoor) in the Shoe industry is within 1% of TTM (Tata Motors), I'll sell TTM and replace it with DECK.

If they gap away from each other at the open I won't make the change.

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