We did more selling than buying this week as the market bounced back sharply and we set up for 2015.
With or without a Family Dollar tie-up.
We look to sell out Vale. We like Morgan Stanley's 2015 setup. UPS has meaningful positives.
They're just self-promoting ministers of their own portfolios.
We will lock in some gains in Facebook and Lear.
We're trimming two industrials and adding to a financial holding.
We shouldn't expect lasting blows from oil's decline.
Adding to McDonald's and taking some profits on Walgreen and Starbucks.
UPS is down in sympathy and we'd be buying if not restricted.
There are three big worries hanging over the market.