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.

2 comments:

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!