I'm going to remove CPST from the portfolio.  They are in bed with the oil
& gas industry.  I think they will piss off their customers if they jump on
CF.
FSLR Put Options (2 years): 50%
XOM Put Options (2 years): 20%
CYPW: 20%

I agree we need to find more companies that make thermocouples and sterling
type devices.




On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker <blazespinna...@gmail.com>
wrote:

> Here's a possible portfolio so far:
>
> FSLR Put Options (2 years): 60%
> XOM Put Options (2 years): 20%
> CPST: 10%
> CYPW: 10%
>
> Entry will occur on a combination of google trends and when these equities
> make coordinated movements that aren't influenced by other factors such as
> general market conditions.
>

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