It's in a position to benefit from rate hikes.
We're picking up additional shares of Dow Chemical, Lear and Cigna.
After a prolonged period when it seemed that every dip was worth buying, we have run into a dip that isn't.
We'll add to 4 positions and close out another to reload for later.
Because it’s completely hit or miss.
The Shire deal was a big part of our decision to buy.
We are buying more shares of Microsoft, American Express and Twitter.
Without these I think we just have another relief rally.
We'll sell a portion of FCX to have cash to buy some beaten-down names.