PORTFOLIO UPDATE: HOT IN HERE
During the trading day Friday, I tweeted the following:
The research report titled, "Making The Case For Regional Banks: Starring SBCF and HMPR" will be posted to the site Monday morning.
SBCF position was taken in the 2.10 range. HMPR position was taken in the 1.30 range.
As of the close Friday, the portfolios are 85% long, with a 15% cash position.
Current portfolio positions include: WMIH, IWSY, MITL, CIDM, HMPR, SBCF and JMBA
Don't forget...all research reports since I began publishing them in January of 2012 can be found here. The "research" link provides a concise view of where I have been and where I am currently invested, along with detailed reports on all past and current holdings.
