7-6-12

stopped MON 81.9
sold TRIP 45.84

holding WMT rest in cash

7-5-12

stopped remaining of S 3.34
nice action in AAPL today until EOD - left off on head and shoulder on 5min, resist at 618 if it gets up there

again extremely OB and except some selling and then I think there is great opportunity coming our way BWLD, BGS, AAPL, COG, LNKD, HSTM, HIBB, TRIP, WMT - but BWLD is my fav

7-3-12

stopped BMY 34.40
stopped V 126.06

7-2-12

I don't have a good feeling about the long side as we are still OB.

However, I have taken some feeler long positions:
BMY 36.32 tight stop - didn't realize they acquired AMLN until after I purchased
S 3.33 - sold 3/4 of position today, stop at entry
MON 83.32
V 126.06
TRIP 46.75

stopped on rest of CBM

07-01-12

Most likely will be a quiet week with the 4th.
Oscillator say overbrought

But top long ideas: BWLD, AMGN, GNC, LNKD, EBAY, MON, V, BMY, AMZN, AAPL, UNP