The portfolio is still 80% long here. I trailed the stops higher on XLE and PZZA.
The Portfolio situation is just "in-line" with the general market.
The trade ideas for this Monday are below. Since I already have an XLE long, I will refrain from buying anything new in energy. (XOP/CVX)
I am interested either in TWLO or ICPT. Both are risky: TWOL will see insiders able to sell shares, while ICPT 's future hangs on a FDA approval, which might never come.