Indices are down on poor earning report from CAT and warning from NVDA.
S&P 500 @ 2635.75, low 2624.06, high 2644.97
Internals are negative by 2 to 1 average
Oil Down $1.74
Gold UP $4.00
Canadian $ Down 39 tick @ .6744
VIX UP 12.00% @ 19.51...high today 20.42
Portfolio BZUN ESTC FB IQ SQ TWTR
Most stocks are down
@ 2.20 PM following are green :
ESTC BIDU WB UAL MTCH AAL PHM KORS
AEM FSLR CRON CGC TLRY CRUS CSIQ
EXPE JKS LNG OSTK KBH M.....
BLOG does NOT give buy or sell.
Saleem
Hi Saleem,
ReplyDeleteIn addition to the selling I posted on your prior thread, I did some more shuffling:
Sold ACIA @ 43.21
Despite what I think is going to be a great quarter, I can't shake the thought that another US ban on high tech exports to China might be coming. That would significantly impact ACIA.
Bought URI @ 125.17
I missed the first part of this run, but I still like the direction of the company, and their indication to put a pause on acquisitions for a while should lead to greater shareholder return of cash also.
Bought TENB @ 26.80
It looks like a stock ready to break out, and is fairly cheap compared to peers on a growth rate basis.
Stocktrader
ReplyDeleteHi Stocktrader,
Replied to your comment on prior thread.
Good luck with TENB & URI...
Saleem