Indices have been chopping around since October.
The upside and downside targets are known.
We’ll continue to keep looking for the names and sectors for opportunity.
Metals and Miners have been the feature into late January.
Totally missed the Agri names like BG which is up 33% in 6 weeks.
Mid- Jan our focus
shifted to Oil services and Oil names along with GEV which I bought Jan 12th.
Instruments rarely bottom in a day, but rather do so over a couple of sessions. This is one I’d like back.
Last week it was the engineering firms of (J) Jacobs and ABB.



