The Fab 5 update – 01/13/2013

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:

01132013A few on the candidate list:

  • $LMT
  • $BRK-B
  • $HYG
  • $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)
  • $SPXL
  • $TWC

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