Disliked{quote} How big are these test positions on average? And when you say bigger positions, how big is bigger to you? Where I come from, we don't have tax on individuals thank god. So I never incorporate tax on to the equation. Whats you thesis on MCK and JAZZ? If you don't mind sharing.Ignored
MCK I bought on a breakout at $90/share. Oddly enough I actually posted the chart on Forex Factory around when I bought (about 11months ago): http://www.forexfactory.com/showthre...76#post6275276 It's actually up to $163 now.
JAZZ on the other hand has been unreal. I originally bought around $55, Sold 1/3 or 1/2 (can't remember) at $85, and am still long the rest. It's at $113 believe it or not...
GNRC and SLCA which i mentioned on 7/25/13 in your thread (here: http://www.forexfactory.com/showthre...12#post6847912) are also doing quite well.
I might start paring back a few of these to rotate into some other things. But one thing is for sure, this market has been very forgiving. My guess is that it'll make many people believe they are very good at picking stocks, will start buying on margin, and will get RUN OVER during the next downturn. That's the way it always seems to go.