I sold out of my 1/2 position in $POWR, in front of their earnings report tomorrow. I also initiated a 1/2 buy in $CMI. The $CMI daily chart is impressive (seen below), and the underlying fundamentals of the firm are very strong as well.
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TOTAL PORTFOLIO:
EQUITIES: 42%
- LONG: 42% ($COCO $GNK $LSCC $RDWR $BX $CMI $SWSI)
CASH: 58%
