Great day on the market today. I used this strength to sell alot of my positions and get back to a 45% cash position. My sells are below. I am still long:
ACH, ATHR, CBB, DELL, EXM, GIGM, GNK, JASO, LVLT, S, SDS, SONS, TSM, WRES, and just added LVS for a quick flip.
TSM reports in the AM, so it should be interesting. As for the market, it could not close above key resistance levels, so I can't get too bullish. The plan remains the same, keep high cash levels. play small, and look for opportunity.
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