Sold CSCO 12% loss. I had it on the short leash and it wasn’t performing. I see too much opportunity now to sit idle in CSCO.

I took a chance on 3 stocks with the proceeds.

BCON - Prone to having big spikes. With the energy bill being reworked this and all other alt energy stuff could pop. Solar has moved in anticipation of this. Maybe the move is over…who knows.

IMMR

and CRDC

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