Position Update:

Owning: TITN, CAT, DAR, AMAT, GILD

Worked:

Sold: TBSI & JOYG I want to be a buyer of both these names and CAT as they come in if the markets selloff.

TITN up 2% from the buy today.

Index long funds were taken to cash this morning. I’m a buyer of weakness, so if we selloff tomorrow morning really hard or close down say 2% or so, I’m a buyer of it and will look to get back into the stocks I’ve traded over the last week as well.

Sucked:

POWI

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