I talked about the confirmation that the EOY rally is underway around noon yesterday. Today we got more confirmation and you can replace COMPQ with SPX, RUT, INDU, and large number of ETFs, and stocks. The pattern is the same.

Being long worked today. Managed 3% in SPX, 2% in NDX. Missed out on 5.5% gain [...]

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Defense…stomp stomp…Defense
VTR - Healthcare REIT. Looks good.
HCN - This would be a rebuy for me. Also looks good.
UVE - Had great earnings. I still hold a position, but sold alot of it earlier this month and late last month.
QMAR - Still cheap, might need a pullback.
RESP -
IMA -
UNH - Liked it 6% ago and I [...]

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I called UNH a buy on Nov 7th. Since then its ran about 3 bucks. Pretty good for a big cap. UNH has now turned into a long term buy. However, on a short term basis I’m seeing some warning signs. If you have profits, it might be a good idea to lock some in. [...]

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I didn’t get any of the UNH move today, but if you read the post on 2/13 and then the next day 2/14 you might have.
I’d love to know if anyone out there in cyber world bought any. Just caught a bit on CNBC "Stop Trading" where Jim Cramer mentioned that Warren Buffett took a [...]

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