In my trading/swing account.
Energy: 35% of my account
Valero Energy Corporation [[VLO]]
National-Oilwell Varco, Inc. [[NOV]]
Tech:
VMware, Inc. [[VMW]]
Apple Inc. [[AAPL]]
Financials
[[UYG]] (piggy back off The Fly)
Joined Jan 27, 2008
7,405 Blog Posts
Cajun, are you still in MasterCard? I remember you were discussing it a while back, noting that it was right at the 200 day.
Sold my NUE at 53.23. I think next week it will be back down to low 50. I will buy back in at 50.15, seems to be cyclical – low early in the week and tops out by late Thursday.
Larry,
yes, the trade still looks good.
Gov says they will release oil from SPR if storm hits the rigs …. is this a Fly flip-flop trade or a long term accumulation of energy stocks based on an expectation of trouble from expansion minded Russia? And if so, why no defense stocks (Fly excepted)?
Does anyone have a good entry point for the SKF? I was thinking about 116 if it goes there.
Cajun,
I sold my VMW at 39.75 earlier today. Thanks for the recommendation, it made a nice 2.5% gain.
Make sure to re-enter upon filling the gap.
Thanks
I am with you on NOV I just don’t know what makes the refiners [VLO] move. Do you have a thought on that RC? What is the catalyst?
http://tech-stock-investor.blogspot.com
What about ENER? Is that not part of your portfolio?
Red,
Did you miss my post yesterday “Morning Moves” –Sold at the open yesterday.
I think I pulled the finger too soon, I bought 1/3 of my planned SKF position yesterday at 118.20. I will watch it today and might go another 1/3 if we get below 115.