Our restrictions are lifted in Masco and Macy's, and we like the upside in Red Hat and Occidental.
The Brazilian court has put off its decision about the company's alleged tax liabilities, though Vale may still settle pre-ruling.
After selling some Facebook, we initiate a position in Google.
The price action is painfully erratic, with seesaw swings cutting through support and resistance levels and frustrating traders still at their desks.
We'll buy the weakness in National Oilwell Varco, and we'll also add to Masco and Macy's.
We'll lock in some of our big gains and redeploy the assets.
Key data releases on Wednesday will set the tone into the new month, and Friday's half-day session could offer a few opportunities.
We are adding to our earlier purchases of Emerson Electric and National Oilwell Varco on continued weakness.
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