This week was very active in this basket of stocks. Here are the highlights:
- $ORLY puts in a bronco busting earnings day but completes the $100 Roll with some gusto.
- I sold the $PPG position (the $100 Roll had been completed but was leaving it in with a tight stop. It is extended here so seemed prudent).
- I am giving $LMT a second shot in the same week after the 1st attempt was stopped out.
- I have put $ULTA back in now that it appears to be starting a recovery (was removed earlier in the week, replaced by $AGN).
Rather thin candidate list remains:
| PVH | 90.06 | 4/27/2012 |
| ALXN | 90.56 | 4/27/2012 |
| MCK | 91.05 | 4/27/2012 |
| SXCI | 91.71 | 4/27/2012 |
| AAP | 92.37 | 4/27/2012 |
| CL | 98.38 | 4/27/2012 |
| UA | 98.89 | 4/27/2012 |
