Kodak Moment

The markets are extending the breakout. We’ve got a lot of stocks rocking and rolling and Cisco just crossed $20, Juniper’s up 5%, and the portfolio’s a hopping. That said, LPS is up big again too.

Quick note — I’d mentioned earlier this week that I was likely to sell 1/3 or so of my EKDKQ position by the end of this week, and I’m doing so now. Eastman Kodak is now more than 40% up from our cost basis of about 34 cents a share. I’m working to sell 1/3 of my position at 48 cents or so here. Will likely sell the rest of it next week or later today if it pops a lot higher from here intraday.