CAPTURED

CPTV / SLF

I sold my position on SLF this afternoon on this ramp up ($45.50), as it met my initial target. I also picked up some CPTV. The company had a great quarter, raised guidance for the whole year. On the call, the management sounds confident. It is rather reasonably valued based even on E05 of 0.85. Clean balance sheet, no debt. Very little coverage, just the way I like it. My initial one year target is $20.