Watching

I just added these tickers to my chart watchlist based on a fundamentals screen. Some have issues, others have already run well following their last earnings report.

CDNS, DDD,  GLNG, LPSN, MLNX, NQ, SNCR, TRMB, and XXIA.

We have a couple of networking equipment stocks, some 3-D printing and CAD stocks, some mobile/cloud players, and a LNG shipper.

More Positions

I got the MNTA puts, so it can tank now please.

I added long positions in PAY and SPRD.

I've been moving back into the market since Wednesday morning. Before that, I was just sitting on my ARR which has some decent cap gains ... enough to drop the yield to 15.9%.

Moving In

Long on AAPL, ABT, ARR, FTK. SLRC, TAL, and TICC. Looking to short MNTA with puts.