TRADE: Closing Amgen

#AMGN has some legal risk that has come to light, so I'm just going to dump it and take a very small loss.

Price: $190.77

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TRADE: Exiting Alphabet

Closing out the end out of my #GOOGL position for now, as Amazon and Facebook are taking share from them. Management painted a less-than-positive picture on the earnings call. Price: $1,186.64

TRADE: Trimming Raytheon

Let's trim some #RTN for a profit; I've had a big defense position for a long time, so let's book some gains to be safe. Price: $182.70, sold about 20% of the position.

TRADE: Buying more CVS

#CVS is a cheap stock with nearly a 3% yield. The selling is overdone, in my opinion. Price: 53.11 Position increase: 69%