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Trade Alert – Buying a full-size tree tranche

April 24, 2013 by Cody Willard

Lots of action today, so let’s jump right in and hit the names.

Juniper – The company’s report was all about how strong carrier demand is and how weak enterprise/government spending is. Which is just exactly our thesis. The stock is getting hurt because guidance was a bit soft, but I’m a buyer at these levels. It’s one of our smallest positions and I’ve been very patient about scaling into more, but now I am going to buy a full-size tranche, almost doubling my position here this morning while the stock is down.

Ciena – Is down in sympathy with Juniper and I’m also going to buy a half-tranche in Ciena this morning.

First Solar – Is up huge again today, now up more than 20% from our entry price. I’m letting this one ride.

Gold – Is up again today and at new highs since our purchase of more and our add of the GLD trade. I’m also staying the course on this one for now.

Back in a bit with more.

Related posts:

Trade Alert: Market / Fed playbook and a tranche buy
I Apologize For The Poor Performance (And Trade Alert: Cloud Stocks)
Trade Alert: Another Investment In The Space Revolution
Trade Alert: Hedging my fruit and a new way to think about your money
Trade Alert: INTU (and full report on Gold vs Oil for the next five years)
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Filed Under: Trade Alert

Disclosure: At the time of publication, the firm in which Willard is a partner and/or Mr. Willard had positions in some of the stocks mentioned above although positions can change at any time and without notice.

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This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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