Review Of Open Positions – Stocks
There were two more changes to our portfolio this week. We exited Alexion Pharma ($ALXN) which we detailed here, for a final loss of 4.9%, after it opened higher following its earnings report, and...
View ArticleReview Of Open Positions – Stocks
We had one addition to our portfolio during the week, entering a long in Adobe Systems ($ADBE) here. We’ve also posted already this weekend some changes for Monday’s open. We will be exiting our long...
View ArticleUtilities – Relatively Weak, Absolutely Strong
I’ve been talking a lot about utilities on the stream today so I thought I’d put it altogether in a post. We know that sectors such as healthcare, consumer staples, and utilities have been strong...
View ArticleExiting Long Dominion ($D), Wisconsin Energy ($WEC)
Two of our four utility longs have given us an exit signal tonight; Dominion Resources and Wisconsin Energy. We’ll be out at Friday’s open. As of Thursday’s close we were making 10.1% (incl div) on $D,...
View ArticleStocks to Watch
Here are some setups I like. I don’t currently have a position in any of them. It’s interesting to note the dominant sector themes here. Other than that, no commentary, just charts:- $AEP $AZO $BHI...
View Article
