I am doing about 2 weeks worth of transactions in 1 day... exhausting. Just to avoid being a pig I am taking down my Cummins Engine (CMI) by 1/3rd. I restarted this position April 18 as a weak dollar, undervalued US multinational [Apr 18: Restarting Cummins Engine as the Rest of the World Moves on Without USA] in the $53s. I am now looking back at old holdings that are industrial in nature and am going back to Cummins Engine (CMI) - which has great exposure to India and China. This was a previous fund position, that I closed in November [Nov 13: Closing Cummins Engine] correctly anticipating a selloff and weak period for these type of names. Since then, on April 30th it reported excellent earnings [Apr 30: Cummins Engine Excellent Report on Strong International Sales] at which point I sold 200 of my 500 shares in ...

Very busy day today! I am cutting all 3 solar positions today but with a caveat - all 3 are under a resistance level; if the stocks show enough strength to break above this resistance, I'll buy back. They have been mostly range bound (strangely) with energy prices ballooning but there is a lot of strength today as the speculators run from 1 sector to another in their rotation. Looks like today is solar's turn. Let me explain each one Yingli Green Energy (YGE) is in the $22.70s. If it breaks north of $23 (200 day moving average) than it's in far better technical condition and I'd buy back my stake I sold... right now it's still range bound but at the top end of the range Trina Solar (TSL) is in the $43.10s; it could still work all the ...