<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Leigh Drogen &#187; ANR</title>
	<atom:link href="http://leighdrogen.com/tag/anr/feed/" rel="self" type="application/rss+xml" />
	<link>http://leighdrogen.com</link>
	<description>Views from Surfview Capital</description>
	<lastBuildDate>Fri, 30 Jul 2010 00:07:45 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.0</generator>
		<item>
		<title>Momentum Book Update</title>
		<link>http://leighdrogen.com/momentum-book-update-6/</link>
		<comments>http://leighdrogen.com/momentum-book-update-6/#comments</comments>
		<pubDate>Sat, 06 Feb 2010 15:10:19 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[ALGT]]></category>
		<category><![CDATA[ANR]]></category>
		<category><![CDATA[ARUN]]></category>
		<category><![CDATA[BUCY]]></category>
		<category><![CDATA[CMG]]></category>
		<category><![CDATA[CPLA]]></category>
		<category><![CDATA[CREE]]></category>
		<category><![CDATA[CRX]]></category>
		<category><![CDATA[CTRP]]></category>
		<category><![CDATA[DECK]]></category>
		<category><![CDATA[DV]]></category>
		<category><![CDATA[GRA]]></category>
		<category><![CDATA[INFA]]></category>
		<category><![CDATA[NTCT]]></category>
		<category><![CDATA[PCLN]]></category>
		<category><![CDATA[PEGA]]></category>
		<category><![CDATA[PFCB]]></category>
		<category><![CDATA[RAX]]></category>
		<category><![CDATA[SBAC]]></category>
		<category><![CDATA[TIE]]></category>
		<category><![CDATA[V]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=1626</guid>
		<description><![CDATA[Wow, if Friday didn&#8217;t get your heart racing then you shouldn&#8217;t be a trader, that was a lot of fun.  We may have seen an intermediate term bottom put in yesterday as the big boys bought materials in size going into the close.  Let&#8217;s start with Monday though when it seemed we may have escaped ]]></description>
		<wfw:commentRss>http://leighdrogen.com/momentum-book-update-6/feed/</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Momentum Book Update</title>
		<link>http://leighdrogen.com/momentum-book-update-5/</link>
		<comments>http://leighdrogen.com/momentum-book-update-5/#comments</comments>
		<pubDate>Sat, 30 Jan 2010 19:19:41 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[AAPL]]></category>
		<category><![CDATA[ALGT]]></category>
		<category><![CDATA[AMZN]]></category>
		<category><![CDATA[ANR]]></category>
		<category><![CDATA[ATHR]]></category>
		<category><![CDATA[BUCY]]></category>
		<category><![CDATA[CERN]]></category>
		<category><![CDATA[CPLA]]></category>
		<category><![CDATA[CREE]]></category>
		<category><![CDATA[CTRP]]></category>
		<category><![CDATA[CTSH]]></category>
		<category><![CDATA[DECK]]></category>
		<category><![CDATA[EGO]]></category>
		<category><![CDATA[EVR]]></category>
		<category><![CDATA[IAG]]></category>
		<category><![CDATA[IBN]]></category>
		<category><![CDATA[INFA]]></category>
		<category><![CDATA[LZ]]></category>
		<category><![CDATA[MHS]]></category>
		<category><![CDATA[NFLX]]></category>
		<category><![CDATA[PCLN]]></category>
		<category><![CDATA[PEGA]]></category>
		<category><![CDATA[RAX]]></category>
		<category><![CDATA[RBY]]></category>
		<category><![CDATA[RGLD]]></category>
		<category><![CDATA[RHT]]></category>
		<category><![CDATA[SBAC]]></category>
		<category><![CDATA[ULTA]]></category>
		<category><![CDATA[V]]></category>
		<category><![CDATA[VRX]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=1593</guid>
		<description><![CDATA[Another week of schellacking for long only strategies.  The market took a bath this week, led by materials and tech, which until Thursday morning made up about 2/3 of my portfolio.  I was playing buy the dip, it obviously didn&#8217;t work.  My cash position at the open on Thursday was south of 5%, I loaded ]]></description>
		<wfw:commentRss>http://leighdrogen.com/momentum-book-update-5/feed/</wfw:commentRss>
		<slash:comments>4</slash:comments>
		</item>
		<item>
		<title>Momentum Book Update</title>
		<link>http://leighdrogen.com/momentum-book-update-4/</link>
		<comments>http://leighdrogen.com/momentum-book-update-4/#comments</comments>
		<pubDate>Sat, 23 Jan 2010 16:17:45 +0000</pubDate>
		<dc:creator>Leigh Drogen</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[AAPL]]></category>
		<category><![CDATA[ALGT]]></category>
		<category><![CDATA[AMZN]]></category>
		<category><![CDATA[ANR]]></category>
		<category><![CDATA[ARUN]]></category>
		<category><![CDATA[BUCY]]></category>
		<category><![CDATA[CERN]]></category>
		<category><![CDATA[CPLA]]></category>
		<category><![CDATA[CREE]]></category>
		<category><![CDATA[CTRP]]></category>
		<category><![CDATA[CTSH]]></category>
		<category><![CDATA[DECK]]></category>
		<category><![CDATA[EGO]]></category>
		<category><![CDATA[EVR]]></category>
		<category><![CDATA[IAG]]></category>
		<category><![CDATA[IBN]]></category>
		<category><![CDATA[INFA]]></category>
		<category><![CDATA[LZ]]></category>
		<category><![CDATA[MHS]]></category>
		<category><![CDATA[NFLX]]></category>
		<category><![CDATA[PCLN]]></category>
		<category><![CDATA[PEGA]]></category>
		<category><![CDATA[RAX]]></category>
		<category><![CDATA[RBY]]></category>
		<category><![CDATA[RGLD]]></category>
		<category><![CDATA[RHT]]></category>
		<category><![CDATA[SBAC]]></category>
		<category><![CDATA[V]]></category>
		<category><![CDATA[VRX]]></category>

		<guid isPermaLink="false">http://leighdrogen.com/?p=1558</guid>
		<description><![CDATA[Oyyy, it was a tough week for long only strategies any way you cut it.  The market trapped the chasers with three major distribution days and then puked for two straight.  I made a calculated decision to lower my beta early in the week but didn&#8217;t significantly raise my cash level.  I still see many ]]></description>
		<wfw:commentRss>http://leighdrogen.com/momentum-book-update-4/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
	</channel>
</rss>
