I was back to being more active this week having returned from traveling – and the New Year is now in full swing. I came into the week with positions in $MON & $ORLY so I was needing to fill 3 empty slots.
Unfortunately $ORLY hit my stop on 01/07 so the task just got larger. It has been difficult to find a substantive list of candidates – real slim pickings – but I was able to add 3 positions during the course of the week. I added $FDX on 1/9, $ARG on 1/10, and $MHK on 1/11.
$MON is the first position in 2013 to start the $100 Roll putting in Day #1 to end the week on 1/11.
Here is the Summary:
- $CAT (under an exception)
- $VMW (under an exception)
- $MMM (just not sure it can get it done under the 30 day rule but very promising)
- $CELG (big recent move, actually on my “to fade” list)