The market looks vulnerable as we head through the week.
This is a company that has proven, over time, to create shareholder value.
Earnings events have seen volatility over the past four quarters.
A classic risk reversal makes sense as an options strategy.
The company is once again selling Apple products, and that is certainly a positive for its consumer-electronics segment.
Following Alcoa's results, Eaton looks interesting again.
Small-caps led the downside as the Russell 2000 reached a three-week low.
A buyback and dividend boost for this core holding.
Adding to Freeport-McMoRan and Oracle while shares are below our cost basis.
We like the idea of protecting GM stock heading into earnings.