I sold EXTR today and bought CBRX. I wasn’t particularly comfortable with the buy to begin with and I commented on that yesterday.

I also sold ADM today and replaced it with ONNN. I took an 8.8% gain on ADM. I want to get back in on a pullback. I think the whole Ethanol/Solar stocks are looking to pull back and then I want to get in. USBE is another one I want in on.

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