Looking to add some APPY, BOLT (nice quarter again), ANSS, AAPL, and maybe even some PCP.Still fairly defensive here, but get out of the bunker and I don't want to miss the party. No rush, however, and I plan to watch today and see if the bulls can turn it around before plunging in.
If things go well, I am planning to put half my cash to work tonight or tomorrow. Still looking for some follow through here.
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