I'm looking at--
BGO, already in it, if it stays above 2.95 or so I may add more.
NEM--if it stays about 42.5-43 I'll consider it, but I don't want to get overweight in gold.
GOOG--I guess I must be obsessed with shorting it. I still believe the thesis that the lockup release will drive it down. At any rate, around 200 is a top, so if it can't crack above it solidly, I may pick up puts.
NFI--been in it, stopped out last week, may get in again if it stays above 48 or so.
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