The Wrap 5/12/11

{+++} It was a good day for the home team as some our names did well. We covered the balance of the  FSLR & GOOG shorts. I added ERX as a long, it did well and we are out of 1/2. I added REDF,  it did well and I sold 1/4 position. I also added AFL as a new long and “re-added”  ERTS to the long side.

Check the P&L for adjustments and any stop changes. I normally don’t add a new names on Friday but I am adding PEET & MHS to the watchlist. I also like CEVA very much which I may add intraday tomorrow or over the weekend. Hope you had a good day, see you guys tomorrow.