I’m trimming some Marvell common right now…
The markets are up nicely today and so again are we. As much as I continue to want to let things ride for us, I always want to maintain some discipline and take some gains when we’ve got them and we’re this heavily long. So I’m trimming some Marvell common right now. Just about 1/3 of the common stock position I have in this one because I’ve also got a lot of long-dated calls in Marvell and those have really kicked in, making this stock one of my biggest with more upside leverage to come. Easy does it.
