I came into this week with 1 empty seat to fill – and I am still looking for a candidate. The only material change in the exiting positions was with $HAIN – I sold stock and converted to a Call Spread for March (adjustment made on Earnings day).
$GD continues to make stabs at the $100 Roll. It currently is working on a Day #2 and did get it done. Once again it will need a close above $100 on Monday to get Complete status. I added a Collar PS to $WDAY on 2/7/2014.
Since I own $HON & $NEE already I will consider making them official Fab 5 positions starting next week ($NEE will be the 6th man if I do so).
Here is the Summary: