Fwiw, here are some adds and subtracts I've made recently to stocks that've been in my portfolio:
Adds to positions: PEB-c, QCOM (negative articles recently: Intel may have good competitor chips), WRLD (possible serious accounting issues have tanked the stock), TROX -building my position; ditto GLNG, IONAF, CSCTF,BP, ESV
Subtracts: Trims: IPHS, WAG (thanks, guys, for earlier discussion here on these), BWP, DAR, NICK, ICON, ARW, HSII (tired of waiting for more HSII takeover news)
Subtracts: Closed: CERGF, CVS
PAY (taking losses on this one. I use their credit/debit system most places I shop. Disappointed that competitor systems/new tech entrants now might mean this stock will never climb back (revert-to-mean). I'll step out for now. |
