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The trading Twitterverse was somewhat quiet today.  Many who are usually chatty and bullish kept quiet or made fewer trades.  I think more traders are getting cold feet – maybe they are watching IWM or the strong pullback in financials.  I can understand their perspective.  However, the leading stocks in 2017 are still strong and many tested or printed new all-time-highs.

 

 

I added some AKS (kind of a risky trade – we’ll see what happens) and ENTG from watch list.  I also sold the balance of MU for close to 10% gains, out C for break even, and URI for small loss.

Randomness

  • Congrats if you played CTRL (Control4). These folks are leaders in home automation and smart home tech.  They are positioned pretty good to take on middle to high-end installations.
  • TDOC nice setup
  • ACGL big day. Watching to see if it legs up from here.
  • Will DLPH  and MAS breakout of island consolidation.

 

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