I started a position in MRVL and added to my VHC position.
There is a great deal of money, under my direct supervision, invested into this market. As long as bonds sell off, I am content with being overweight. As a matter of fact, I am on the verge of making a rather large bet, one that will shape the direction of my year.
Into the bell, I am up a little bit more than 1%, eagerly awaiting the earnings of CPST (my micro-cap lotto play).
Top picks: VHC, MRVL, CTRP and TEA