Worked:

Long the indexes and going back into them yesterday for extra 1% in the NDX and RUT today. I cut back my longs severely at the close. Who knows what will happen tomorrow, but if we get a selloff, I’m buying it.

Bought:

CAT @ 76.79 down a little on the trade.

VLO - I sold VLO for a 4% loss to make room for CAT. I still have VLO in a few accounts, but the rest of the week is crucial to see how it trades. Down about 3% in the other accounts on VLO.
CPST @ 2.01 this morning, up 5% on its pop to 2.12 You know I have a love affair with this company? CPST is about to hit,test, or break its 52 week high made in February.

CREE is exhibiting strength around its 21dma

DAR - 6%+ pop today. Really trimming that loss I had in DAR in a matter of days here.

Sucked:

GILD - The calls I panicked out of yesterday like a shmoe, are up 39% as GILD is at 51 now making those calls go into the money. (grumble)

Thanks for reading

Want to know when I post again? Subscribe to the StockRake feed: .