Giddy Up

Despite the lower market my two largest longs Amgen and Gilead are continuing higher. I believe that a rotation back in to defensive names will continue to benefit them regardless of market direction. The flight to crap is over.


Onlooker said...

Good to hear. It's always irritating to see the junk jump up in a speculative orgy. Unless you get lucky and own some, of course, LOL.

Random Thoughts said...

Nice call man!