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
2 comments:
Hi Saleem,
In 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
Hi Stocktrader,
Replied to your comment on prior thread.
Good luck with TENB & URI...
Saleem
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