ODFL & SNCR Shares Sold

These two hit trailing stops and are gone. ODFL -8.2%, SNCR -1.41%. I still have June calls for SNCR.

The rest did fairly well on balance.

UBNT Gone

UBNT poked its head above water, hit my limit order and is gone. +0.4%.

UBNT was such a darling when I started down this road. But disappointment after disappointment, and now EPS estimates continue to be revised downward.This tranche was only the latest - some big winning trades followed by substantial losses leaves me with  modest gain. (I actually expected it to be a lot worse when I started to tally the results.)

NICE Sold, EVHC Bought

My buy order for EVHC filled.

I opted to sell NICE as it was dropping, before it hit my stop.+10.8% plus dividends since 3/2/15.

NICE Systems YoY quarterly revenue growth is about to improve to 10%, with next year's earnings estimate giving it a forward P/E of 18.6. Institutions are net sellers. None of that is very compelling. It had a good run, it's time to go.

EVHC

Here's another healthcare prospect from my screen. EVHC

AMAG CSFL MOH Stats

Here are my tables for my last three purchases. These show quarterly year-over-year growth and the forward P/E 3 and six months out.

-BLKB and Revenue Growth Screen

BLKB just hit the stop, +14.6% since 3/2/15.

I am in the process of buying AMAG CSFL and MOH based on a revenue growth with falling P/E trend. Here is the raw screen on finviz. I'll filter these a bit more and provide more data later. I think CSFL and MOH represent solid diversity holdings  for my tech heavy portfolio.

BRCD Gone

BRCD was short on revenue growth for me and institutions were biased to the sell side so I snugged up the trailing stop loss order to take advantage of the recent rebound. It popped a bit at the open before drifting into my sell order. -2.0%. Risk/reward-wise I think I'm ahead by selling now.