Portfolio Manager's Commentary on Investing and Trading in the U.S. Financial Markets
Short sell covering caused a number of Large Cap Growth, JKE, stocks to rise strongly; these included General Electric, GE, Eaton, ETN, Texas Instruments, TXN, Estee Lauder, EL, International Paper, IP, Automatic Data Processing, ADP, US Steel, X, Bank of America, BAC, Citigroup, C, Morgan Stanley, MS, Goldman Sachs, GS, JPMorgan, JPM, First Solar, FSLR, Johnson & Johnson, JNJ, Halliburton, HAL, Texas Instruments, TNX, Proctor and Gamble, PG, Eli Lilly, LLY, Allergan, AGN, Pfizer, PFE, Newell Rubbermaid, NWL, KBR Inc, KBR, Ingersoll Rand, IR, Motorola Solutions, MSI, Cisco, CSCO, JDS Uniphase, JDSU, Ford, F, General Motors, GM, Qualcom, QCOM, Micron, MU, Amazon, AMZN, eBay, EBAY, Comcast, CMCSA, Direct TV, DTV, Illinois Tool Works, ITW, Mattel, MAT, MasTEC, MTZ, Beacon Roofing Supply, BECN, USG Corp, USG, Tex Corp, TEX, AGCO Corp, AGCO, United Rentals, URI, Primoris, PRIM, American Rail Car, ARII, Eagle Materials, EXP, Airgas, ARG, Weyerhaeuser, WY, Analog Devices, ADI, Autodesk, ADSK, Mastercard, MA, Linear Technology, LLTC, Biogen, BIIB, Worthington Industries, WOR, Fomento, FMX, Trimble Navigation, TRMB, Blackrock, BLK, Goodyear Tire, GT, Gilead Sciences, GILD,
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Short sell covering caused a number of Large Cap Growth, JKE, stocks to rise strongly; these included General Electric, GE, Eaton, ETN, Texas Instruments, TXN, Estee Lauder, EL, International Paper, IP, Automatic Data Processing, ADP, US Steel, X, Bank of America, BAC, Citigroup, C, Morgan Stanley, MS, Goldman Sachs, GS, JPMorgan, JPM, First Solar, FSLR, Johnson & Johnson, JNJ, Halliburton, HAL, Texas Instruments, TNX, Proctor and Gamble, PG, Eli Lilly, LLY, Allergan, AGN, Pfizer, PFE, Newell Rubbermaid, NWL, KBR Inc, KBR, Ingersoll Rand, IR, Motorola Solutions, MSI, Cisco, CSCO, JDS Uniphase, JDSU, Ford, F, General Motors, GM, Qualcom, QCOM, Micron, MU, Amazon, AMZN, eBay, EBAY, Comcast, CMCSA, Direct TV, DTV, Illinois Tool Works, ITW, Mattel, MAT, MasTEC, MTZ, Beacon Roofing Supply, BECN, USG Corp, USG, Tex Corp, TEX, AGCO Corp, AGCO, United Rentals, URI, Primoris, PRIM, American Rail Car, ARII, Eagle Materials, EXP, Airgas, ARG, Weyerhaeuser, WY, Analog Devices, ADI, Autodesk, ADSK, Mastercard, MA, Linear Technology, LLTC, Biogen, BIIB, Worthington Industries, WOR, Fomento, FMX, Trimble Navigation, TRMB, Blackrock, BLK, Goodyear Tire, GT, Gilead Sciences, GILD,
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