Anyway, I’m selling stuff into the close today, we are overbought and I have large gains from the past few weeks.  My cash is above 10% now and I’d like to get it towards 20 by the end of the day, if not higher.  I’m cutting stuff that hasn’t performed and stuff that is way extended, like Ford $F was this morning, I had nice gains and it got the axe.  I’ll look to get back in there on a pullback.  $RAX was an example of the former, it just wasn’t performing, it’s gone as well.

Instead of selling whole positions I’ll probably just lighten up in a bunch, I like my book.  Two specific names that are poised to break out are $V and $NTCT, you can buy them here.

I am a little dumbfounded by the action in $AAPL, what caused that large gap this morning?  Anyway, if it consolidates above the highs I will look to take a position, the weekly chart looks too good not to be involved in this one.

Crude $CL_F is on its way now, look to buy dips.  As well, I will be looking to rotate into energy names on the next market pullback.  Let’s all say it together now…… Drill Quip $DRQ is my favorite name.  Very good, you are dismissed.