• Portfolio Management for October 22, 2013

    Yesterday, I was lucky enough to enter TASR/DWRE, two long positions , on a pull-back within their buy zones.

    DWRE has wide intraday moves and hence can be expected to revert again down to its buy zone.

    We can see below that all new long candidates are extended. Hence, we need to wait for pull-backs.
    DRI and PEGA are interesting. PEGA is however in the same sector as DWRE. I will probably avoid it.
    SYNA could also be a good buy on a pull back, but it announces earnings on Thursday. Too risky for me!



    Note that in the Table below, I added a column that states the next earnings date. I do not plan to hold the position through earnings.