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	<title>Leigh Drogen &#187; Uncategorized</title>
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	<link>http://leighdrogen.com</link>
	<description>Views from Surfview Capital</description>
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		<title>Nightly Watchlist Review</title>
		<link>http://leighdrogen.com/nightly-watchlist-review/</link>
		<comments>http://leighdrogen.com/nightly-watchlist-review/#comments</comments>
		<pubDate>Fri, 30 Jul 2010 00:07:11 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2297</guid>
		<description><![CDATA[]]></description>
		<wfw:commentRss>http://leighdrogen.com/nightly-watchlist-review/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>We&#8217;re Not Playing For Peanuts This Time</title>
		<link>http://leighdrogen.com/were-not-playing-for-peanuts-this-time/</link>
		<comments>http://leighdrogen.com/were-not-playing-for-peanuts-this-time/#comments</comments>
		<pubDate>Wed, 28 Jul 2010 18:52:08 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2295</guid>
		<description><![CDATA[It&#8217;s hard to sit through pullbacks, but as Jesse Livermore said, the real money is made by sitting, not by coming and going.  The last two days have been a tough chop fest where you really don&#8217;t want to be trading.  I took off a decent amount of long exposure yesterday morning at the top, ]]></description>
		<wfw:commentRss>http://leighdrogen.com/were-not-playing-for-peanuts-this-time/feed/</wfw:commentRss>
		<slash:comments>4</slash:comments>
		</item>
		<item>
		<title>Selling Into Strength</title>
		<link>http://leighdrogen.com/selling-into-strength/</link>
		<comments>http://leighdrogen.com/selling-into-strength/#comments</comments>
		<pubDate>Tue, 27 Jul 2010 14:47:51 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2292</guid>
		<description><![CDATA[The market is overbought and it&#8217;s time to protect our winnings from the past week or so, they are extensive.  I peeled back some exposure on the long side from names that had run too far too fast (a great problem to have).  They include <a href="http://stocktwits.com/symbol/TIE" class="ticker" target="new"><span>$</span>TIE</a> <a href="http://stocktwits.com/symbol/OVTI" class="ticker" target="new"><span>$</span>OVTI</a> <a href="http://stocktwits.com/symbol/FNSR" class="ticker" target="new"><span>$</span>FNSR</a> <a href="http://stocktwits.com/symbol/SWKS" class="ticker" target="new"><span>$</span>SWKS</a> and <a href="http://stocktwits.com/symbol/PWER" class="ticker" target="new"><span>$</span>PWER</a>.  I will be looking ]]></description>
		<wfw:commentRss>http://leighdrogen.com/selling-into-strength/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Calm Down About China&#8217;s Naval Asset Buildup</title>
		<link>http://leighdrogen.com/calm-down-about-chinas-naval-asset-buildup/</link>
		<comments>http://leighdrogen.com/calm-down-about-chinas-naval-asset-buildup/#comments</comments>
		<pubDate>Mon, 26 Jul 2010 02:31:45 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2290</guid>
		<description><![CDATA[There&#8217;s been a lot of talk the past few weeks about the buildup of China&#8217;s military assets, particularly its navy.  Most of the literature you&#8217;ll read in the press will be decidedly pessimistic, alarmist, or downright fear mongering.  I&#8217;m going to take a few minutes tonight to review what is actually happening, on both sides.  This ]]></description>
		<wfw:commentRss>http://leighdrogen.com/calm-down-about-chinas-naval-asset-buildup/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Momentum Book Update</title>
		<link>http://leighdrogen.com/momentum-book-update-29/</link>
		<comments>http://leighdrogen.com/momentum-book-update-29/#comments</comments>
		<pubDate>Sat, 24 Jul 2010 14:59:16 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[ARBA]]></category>
		<category><![CDATA[CMI]]></category>
		<category><![CDATA[DPS]]></category>
		<category><![CDATA[FNSR]]></category>
		<category><![CDATA[ISLN]]></category>
		<category><![CDATA[OVTI]]></category>
		<category><![CDATA[PWER]]></category>
		<category><![CDATA[RBCN]]></category>
		<category><![CDATA[SWKS]]></category>
		<category><![CDATA[TIE]]></category>
		<category><![CDATA[VQ]]></category>
		<category><![CDATA[WPRT]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2285</guid>
		<description><![CDATA[I&#8217;m going to save you the colorful language this weekend, primarily because the beach is calling me, and just get down to it.  Now is the time to be focused on the long side.  It&#8217;s been three months since I&#8217;ve said as much, but you&#8217;ve got to flip that switch.  It&#8217;s hard to get yourself ]]></description>
		<wfw:commentRss>http://leighdrogen.com/momentum-book-update-29/feed/</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Caterpillar and Deere Showing Leadership</title>
		<link>http://leighdrogen.com/caterpillar-and-deere-showing-leadership/</link>
		<comments>http://leighdrogen.com/caterpillar-and-deere-showing-leadership/#comments</comments>
		<pubDate>Thu, 22 Jul 2010 16:26:28 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[CAT]]></category>
		<category><![CDATA[DE]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2280</guid>
		<description><![CDATA[Trading is all about patterns, whether you are a fundamental investor or short term technical day trader.  Maybe you study the very cyclical nature of the semiconductor business, buying high beta names when demand looks at its worst and swapping in to lower beta higher market cap names when demand is extremely high.  If you&#8217;re ]]></description>
		<wfw:commentRss>http://leighdrogen.com/caterpillar-and-deere-showing-leadership/feed/</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Sharpen Your Swords (watchlists)</title>
		<link>http://leighdrogen.com/sharpen-your-swords-watchlists/</link>
		<comments>http://leighdrogen.com/sharpen-your-swords-watchlists/#comments</comments>
		<pubDate>Wed, 21 Jul 2010 02:13:44 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2274</guid>
		<description><![CDATA[I&#8217;ve been out of the market for the most part, especially on the long side, for three months now, and I&#8217;ve been dead on right.  After 6-8% rallies bids have failed to hold as the fast money playing shorter term oscillations in the market have cut and run.  There has been no institutional participation on ]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Weekly Charts That Still Look Good</title>
		<link>http://leighdrogen.com/weekly-charts-that-still-look-good/</link>
		<comments>http://leighdrogen.com/weekly-charts-that-still-look-good/#comments</comments>
		<pubDate>Tue, 20 Jul 2010 03:58:19 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[AAP]]></category>
		<category><![CDATA[ABV]]></category>
		<category><![CDATA[CMI]]></category>
		<category><![CDATA[CPLA]]></category>
		<category><![CDATA[CREE]]></category>
		<category><![CDATA[CTSH]]></category>
		<category><![CDATA[DLB]]></category>
		<category><![CDATA[DPS]]></category>
		<category><![CDATA[HMIN]]></category>
		<category><![CDATA[INFA]]></category>
		<category><![CDATA[ISLN]]></category>
		<category><![CDATA[LZ]]></category>
		<category><![CDATA[MELI]]></category>
		<category><![CDATA[MJN]]></category>
		<category><![CDATA[NETL]]></category>
		<category><![CDATA[OMN]]></category>
		<category><![CDATA[OVTI]]></category>
		<category><![CDATA[PEET]]></category>
		<category><![CDATA[PWER]]></category>
		<category><![CDATA[RDY]]></category>
		<category><![CDATA[RGR]]></category>
		<category><![CDATA[RVBD]]></category>
		<category><![CDATA[SHOO]]></category>
		<category><![CDATA[SJM]]></category>
		<category><![CDATA[SOLR]]></category>
		<category><![CDATA[SWKS]]></category>
		<category><![CDATA[TIE]]></category>
		<category><![CDATA[WPRT]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2270</guid>
		<description><![CDATA[I took a look at some of the better weekly charts that still set up well to the long side tonight.  Remember, if the overall market does not cooperate, these setups will not work.  But if the market churns sideways or gets its act together, these are the stocks you really want to be looking ]]></description>
		<wfw:commentRss>http://leighdrogen.com/weekly-charts-that-still-look-good/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Momentum Book Update</title>
		<link>http://leighdrogen.com/momentum-book-update-28/</link>
		<comments>http://leighdrogen.com/momentum-book-update-28/#comments</comments>
		<pubDate>Sun, 18 Jul 2010 13:48:46 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2264</guid>
		<description><![CDATA[Run it up and knock it down.  It&#8217;s been a grind the last two months or so, and I would imagine that there is far more money being lost out there than we might believe.  We&#8217;ve had three big rallies since the flash crash, all of which have produced a lot of bottom callers.  The ]]></description>
		<wfw:commentRss>http://leighdrogen.com/momentum-book-update-28/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>The Bullish Case&#8230;.In One Chart</title>
		<link>http://leighdrogen.com/the-bullish-case-in-one-chart/</link>
		<comments>http://leighdrogen.com/the-bullish-case-in-one-chart/#comments</comments>
		<pubDate>Sat, 17 Jul 2010 16:08:06 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=2259</guid>
		<description><![CDATA[As I&#8217;m flipping through a few charts this morning on the deck while marinating steak for dinner tonight, I noticed one specifically that really epitomizes what was the bullish case for this market, until Friday afternoon.  It represents exactly why I will not get involved in this market to the long side until we see several ]]></description>
		<wfw:commentRss>http://leighdrogen.com/the-bullish-case-in-one-chart/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
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