We may be approaching some turbulence ahead given the uncertainty over Q1 earnings. Estimates are now for only 2.0% growth for Q1. That suggests there could be an earnings vacuum two weeks from now.
We have 19 current positions and that is about the most we can carry. There will not be any watch list positions until further notice. I prefer to add the normal weekly play based on conditions that week.
New Watch List Entry:
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