Results from last week:

long AGO @ 16.45, close at 15.5, p/l –5.78%

long AFL @ 45.9, close at 43.39, dividend +0.28, p/l –4.89%

long AMP@ 43.39, close at 40.41, p/l, -6.87%

long TEF @ 55.77, close at 59.22, p/l, +6.19%

long RYAAY @ 24.72, close at 23.14, p/l, -6.39%

long AXL @ 9.03, close at 8.26, p/l, -8.53%

long AGCO @ 30.3, close at 29.35, p/l, -3.14%

long MRVL @ 18.49, close at 19.32, p/l, +4.49%

long ARE @ 66.97, close at 63.6, p/l, -5.03%

long ATHR @ 34.45, close at 33.58, p/l, -2.53%

long JWN @ 39.76, close at 38.12, p/l, -4.13%

long EAT @ 17.5, close at 17.61. p/l, +0.63%

Average for all long positions: -3.00%

Short SPY at 113.89, close at 109.11, p/l, +4.19%

Net p/l for the week: +1.19%

Portfolio since Apr 4^th: +4.76%

Stock picks for Week May 24-29

Long AGO at 15.5,

Long LNC at 25.51,

Long ANF at 35.97,

Long CLI at 31.67,

Long TRW at 27.42,

Long AGCO at 29.35,

Long CSCO at 23.46,

Long FMER at 18.24,

Long UIS at 22.06,

Long CREE at 66.69,

Long GPI at 27.84,

Long CEDC at 23.98,

Short SPY at 109.11 to hedge all long positions.