I used #HD vs. Lowe's as an example of a spread on Twitter last week, and I've become increasingly confident in the company. I also think I could use an HD-type stock in my portfolio. Candidly, Jim Cramer's Action Alerts Plus initiated HD as well, so that also confirms my view. I'll go with Jim on this one.
Price: $184.17
Weight: ~1%
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
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.
#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