New Blood

I figure let's get some new blood in there to change things up a bit. I hadn't owned EBAY in awhile and despite the Skype write-off this is still a money maker. Therefore, I went with 100 shares @ 39.28 especially considering it has shown its first upside tick of the day. SLW, GLD, JSDA, AMZN=not pretty. ZUMZ, PNRA, RFMD=so so. NFLX may have backed off enough @ 20.84 to be a cheapish buy. I'll personally start seeking positions at 20.75. BBI has been the one on a tear in the rental sector. AEO may be in the same boat as well. I'm gonna enter under 25. As far as a DOW component I'd roll with either big MO or CAT. I think MO still has some upside and CAT is undervalued. Little known CBST Cubist Pharmy is showing some good upside momentum. Ok that's enough spaghetti on the wall for one moment. On the sector side I think tech might be near a saturation point. I just don't think holiday expectations are going to be met and tech along with retail usually get the stick in the eye first.

Good luck,
John Galt Jr.