Indices first reacted to weak PMI numbers from China & Germany then made a solid recovery into positive territory.
S&P 500 @ 2052.97, high 2053.84, low 2040.49
Internals are positive by 2 to 1
Oil UP $1.03
Gold Down $2.00
Canadian $ UP 41 tick @ 87.01
VIX Down 1.58% @ 13.74
Portfolio AKS BBRY EGO LULU MU NXPI
Most stocks are UP
@ 2.33 following are red :
BBRY TSL JKS QIHU OTEX EXPE BIDU GOOGL
WUBA EBAY C GMCR MS TRLA Z WYNN
AGU....
BLOG does NOT give buy or sell.
Saleem
3 comments:
Hey Saleem,
As usual, great results and guidance and conference call. I keep faking myself out of gains, but SPLK had risen to the top holding after I trimmed other positions over time. It seemed like too much risk going into the quarterly report. I hope I get a chance to fill back up at a good price--it deserves a top spot! :)
Stocktrader
Hi Stocktrader,
Market jitters can erode confidence sometimes & CRM was no help & its initial reaction on SPLK, hopefully you will back up the truck on SPLK....
Saleem
Hey Saleem,
At least I kept half this time--assuming the gains hold, it will be a nice boost to the portfolio.
Stocktrader
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