Posts Tagged ‘NTAP’
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Momentum Book Update
Posted by Leigh Drogen on January 15th, 2010 at 5:48 pm, Comments: 0An interesting week it was indeed. We came in on Monday to see the market ripping, it was frothy, and everyone knew it. Problem was that few were willing to sell into the strength, myself included, for fear of missing out on a melt up move. I hung on, took some pain, and added a [...]
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Momentum Book Update
Posted by Leigh Drogen on January 8th, 2010 at 7:07 pm, Comments: 0The momentum book under performed a little bit this week as I am heavily loaded in tech and not exposed enough to the materials sector. Large cap tech is taking a rest here after its amazing run. Are we topping out or consolidating for the next push? I feel its the latter and not the [...]
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Leigh Drogen is the founder and chief investment officer of Surfview Capital, LLC, a New York based investment management firm employing an intermediate term long/short momentum strategy. More »
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