AKRX Gone, Q2 ERs

I opted to sell AKRX and sit out its belated Q1 earnings report, +2.4%. It's basically a "do-over" with a bit of profit thrown in.

I bought more AMAG and SEDG. I'm pyramiding both - capping off AMAG with a small tranche, building the base of SEDG with a much larger one. These are my two largest positions by a large margin.

I think I called SWKS right. There's still growth there, but it's not the rocket ship it was. I'll keep an eye on the EPS estimates and wait for the dust to settle, but I'm out for now.

This was not a good week. Someday I'd like to sell DFS for a profit. Everything was down but INFN, which had a nice pop to new highs.

Holdings: AMAG BDSI CSFL DFS EVHC INFN MOH SEDG TNK