Good evening. We do not have new plays to release tonight ahead of the weekend. I am suggesting we open positions in FSLR tomorrow and use the post-earnings sell-off to our advantage (see details in the update). Other long positions in the model portfolio that I like include ADM on dips, ATPG with tight stops, and JEF at current levels.
Positions on the short side I like are FAST, ITW, and MTL. Please see the updates for details and email me with any questions.
James is filling in for me this weekend so he will be releasing new candidates