It’s time to review my performance for the month of November and year to date. For the month of November, I generated a gain of +2.25%, which underperformed the S&P 500 with a gain of +2.75%. My performance year to date is +40.45%. The positions that hurt my performance in November were Vertex Pharmaceuticals (Ticker: VRTX), Genzyme CVR (Ticker: GCVRZ) and The Jones Group (Ticker: JNY). The strong performers continued to be Constellation Brands (Ticker: STZ), Apple (Ticker: AAPL), Mastercard (Ticker: MA) and Visa (Ticker: V). I’m still playing Spectrum Communications (Ticker: SPRD) and ViroPharma (Ticker: VPHM) by selling Puts as I see these deals closing fairly soon.