for July 3, 2007
  1. So, we are in AAPL.  You should be in a half position.  I will let you know when.  We may add if it goes up 5%, we may add if it goes down 5%.  I will be watching closely.  Earnings in 2.5 weeks and the market will have some indication of iPhone sales.  Piper analyst says 500,000 units sold over the past the weekend.  Wow.
  2. We are also in SAIA;  see worth the wait, it came back for us.
  3. PCU.  Wow.  This is not the first time our screener was right on top of a big move.  Makes us think our algorithm has some similarities with some institutional players.  Nice.  Keep PCU open just in case.  We are not going to pursue this one.
  4. Short market day tomorrow, enjoy.