RF Position Update (all accounts)

AMD - Still holding. Feel like this spec will payoff with the bottom in the PC market. Was down Friday due to weaker Dell forecast; however, I believe we are at the bottom for the PC market. Semiconductors will be underweight while big funds go into oil and industrials, so buy the dips!

ATHR - Cheap, cheap semiconductor and low inventories will force bigger orders for later part of 2009. If you want to buy, look at $15.50 for a entry (if you get it).

CPE - Oil play spec from the past, still like the chart. Trading rental.

CTIC- Finally a breakout Friday. Took off a little Friday from a trigger sale above $1.50 but still got alot. The shorts capitalulated on this one Friday; however, it's not a microcap, so the "momo" is not as fierce as a RUTH, END, or FEED.

DELL-I thought about selling all of it Friday but decided not too. I still like tech for the long-term. Numbers were bleak but I think technology is still the hotspot and Dell is very cheap.

DIG - Oil names cheap, especially CVX and COP. I still the $27 June Calls and am up 100% but am not selling (I might exercise them for a longer term bet - will post my decision soon).

DXO- Oil is running hard. The charts are saying $75 but I dunno. I might trim some this week but for now I am holding and hoping for a $70 crude print (however I hate paying $2.40 at the pump for regular). Oil should print $100 by next summer unless we get our act together.

ENTR -Volatile little spec but am sticking by it and will add more below $2.

EXM - Still own some and it's a good friend of mine. Will hold for a while, the Baltic Dry Index is on fire.

F- Still love it and probably has the best CEO in the USA.

FCS - Long since $5 and still love it. It will continue to run higher, unknown semi that has legs!

FTK - Short squeeze play. Finally we got the big volume confirmation on Friday, I hope that marks a short-term bottom in the stock but we needed it to finish up and it didn't. I am not selling.

FRO - My biggest position in $$ amount. The quarter was good but outlook was unsteady. If oil runs, shippers should run but it is funny to see how many oil firms are storing oil everywhere. The OPEC output cuts scare me but I like it for a long purchase at $21 or below but will hold for now.

GIGM-A flat out dog but from everything I see the stock is dirt cheap. I posted estimates two weeks ago on Chinese stuff (FMCN and GIGM Title) and it sells at like 7x earnings and has strong growth. Earnings June 7th and will hold and believe if they prove people and analysts wrong, the stock will go way higher.

GLW- LCD demand is coming back big time, love the stock. Short $13 puts and long the common. Has 2 to 4 points in it.

GNK- Still got a thinner position but don't know if we will ever see the teens again on this one. Great firm with tons of debt but it's been my favorite since $13 and I am sticking by it.

HL - My only silver/gold play. I still got SLW in my one of my portfolios that I bought at $3.3o in November (up 190%) but it's not a large position. A month ago, I bought NXG at $1.50 and sold at $2.05 and now look at it (like $2.40). Need some exposure and it's a dog but even dogs will run with gold and silver smoking hot.

LUV - I don't know why I like airlines but I do. I like this and CAL the best. Am holding for now.

PLLL- Another trading rental, cheap oil again.

RFMD-This is going higher, especially if it can get through $2.90 resistance. I love this chip.

SGY - Took position Friday, good technical chart, and I think it's going higher.

SSO - Hedged bet on S&P, see RF S&P call Revisited for my view.

THQI-Showing off their deck at EQ3. I really like management on this company, better than TTWO.

YHOO- Believe last Q was trough earnings from Yahoo and Google. Going forward money managers will buy YHOO and GOOG and it's always a takeover possibility.