Update

If you are still in HGSI, congrats!

As for the market, it remains strong and it's too early to tell if the market is losing breath. With Apple earnings tomorrow (I believe, don't have calendar infront of me), I would feel more comfortable in cash that short. As for my holdings, I am up good for the day, with strong rips in EXM and RIMM. I am loaded to the neck with EXM, and haven't sold 1 share. If you are in for the "trade" I couldn't blame you for taking the 30% week gain but I believe the fundamentals are strong in the drybulk area, so I will hold shippers for years to come. Of course as I sell my GLW, it's looking like it will breakout but then again, no surprise there. On the long side, I might add some FRO here or some more life insurers, but they have had a huge run. I am long PRU in good size and will add LNC and WILL hold into earnings. I did extensive analysis on sector and believe due to the strength in the credit markets during first two qtrs, the book values of these firms (as well as many others) will benefit due to their leveraged exposure in corporates and preferreds. LNC should print $20 in time..