As you know it, I closed the three long positions and opened a new ABG long at the close of yesterday.
I still hope for a bounce today and hence, I will only be looking at buying new longs, but will wait for the end of the afternoon Friday weakness.
KALU is an aluminum producer. Alcoa has been doing well in the past days, because aluminum prices are going up (more aluminum used in cars.) The stock is a safe play: much less volatile than internet/bio stocks.
AGN and THS could be also interesting if we have a bounce. AGN will depend on the bio sector in general. It fell below the 50MA, which is not a good sign in general.