commentary:
- during yesterday’s (20130612) rout, i unloaded $COO $CBRL $IEP $V.
- today i picked up some stocks that were on my radar this week and last week such as $HBI $OCN $RKT.
- these that i picked up today $GMCR $LNKD $MDSO $ROST $TRIP were based on improving technical indicators.
- stocks that popped up on my radar today that i don’t hold but find interesting are $CYH $LL $PRAA $RH.
- i also like the following that were on my watch list for this passed monday $AMG $VRX $CAM $WDR $UHS $BEAV $COG $GILD $DNKN $BIIB $HEI $ASPS $WDC $TYL $LIFE $FLT $CSGP $BBSI.
- i also trimmed back my $VXX position but still hold some.
- top performers i help prior to today $AE +7.8%, $CME +2.57%, $MGA 2.15%, $CBOE +1.88%, $FNGN +1.83%, $CELG 1.82%, $NKE +0.57%, $MMLP +0.07%
- newly added holdings finished $MDSO +3.8%, $RKT 3.71% $OCN +3.58%, $LNKD +2.93%, $ROST 2.85%, $GMCR 2.18%, $TRIP +2.09%, $HBI 1.91%
new holdings charts: