JCP
Normally, being up 15% in a week would be cause for me to sell a speculative position.  The Soros revelation  helps the picture by showing there is another 7-8% of longer term supporters which will help the stock.  I think a lot of bad news has been digested and there is still some upside if they can engineer any improvement.  I would probably sell if we pop above 20.


CLF had a nice pop up 15% yesterday.  I think this sector (materials) has been beaten down and will be a good investment if we get any bit of global growth.  I am currently holding VALE and FCX in this space as well.