We are going to a 2.5% exposure to our holding stake (0.1%) exposure of Fuel Systems Solutions (FSYS) on today 10% drop.  The stock actually has fallen all the way to $44 but I just caught it here in the $45.50s on its initial bounce... $43s is its 20 day moving average.  As always, there is a risk of buying a stock cascading down on no apparent news and big volume - but we'll take a chance since we've been playing it so close to the vest of late ....

My gut feel is this might just be some sort of algorithm reaction to the surge in natural gas prices today (+8%), who knows the mysterious ways HAL9000 works.  We restarted this position October 28th.

[Nov 5, 2009: Fuel Systems Solutions Rockets 20% on Huge Earnings Beat]

[Jul 2, 2008: Bookkeeping: Buying Fuel Systems Solutions for the 3rd Piece of my Alternative Energy Basket] {details on the company here)