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Wednesday, May 4, 2011


1. So-So report from AOL, but as I stated the other day, with this bounce I unloaded. (But I do think it is seeing the synergies from their Ad efforts, and incorporating a technology component that the market will eventually like.)

2. Looking to add to POT at 53.30 and IBM. (I will let the intra-day guide my additions to IBM.)

update: Got more POT at 53.30 and IBM.

Still fairly cash heavy, but not hesitating to enter.

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