March 27, 2015

Portfolio holdings 3-27-15

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Calling a turn -mild bullish divergence $SPY

We went from 40% invested to 65% invested concentrated in biotech and pharma. Climbing the proverbial wall of worry showing bullish divergence. by Harvey Sax

“Making money in the market is really about investors with confidence taking it from those that lack it. Knowing that insiders are buying and not selling gives me that added confidence”, Harvey Sax, Top 10 long short equity fund manager according to BarclayHedge

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