Hugard's Mad Money Fund

Description:

Current holdings.
Not presently well diversivied. Expecting to greatly lighten, or even leave, KRY once the permit is granted. PDRT and ESV are both oil services stocks, and the fund should only have one oil - but, I like both very much. SHLD and CVS are both retailers, but SHLD is more a buy into Eddy Lampert as a hedge fund, not because SHLD presently owns Sears & KMart. However, should not really hold both.

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