Bookkeeping: Stopped Out of 60% of DragonWave (DRWI) & EnerNOC (ENOC)
Make that 2 material long positions...
DragonWave (DRWI) joined the "breakdown" party and my stop loss in the mid $10.90s hit; reducing our exposure by 60%. All the same comments as I made for Atheros in the previous entry apply here.
EDIT 10:35: Make that 1 material long position as EnerNOC (ENOC) stop loss also hit this morning. 2/3rds taken away just under $31. Almost identical chart to Atheros...
Long DragonWave, EnerNOC in fund; no personal position
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