Monsanto did heat up a bit too much with the ag boom, I think the stock will start to consolidate around this $110- #115 level, and start to move higher.

Ceragon is an underlooked telco-equipment company with booming emerging market growth and a balance sheet that's half-way decent (a rarity in this sector)

Bullish options activity at the $35 strike. There has been a wave of consolidation in generics, with Teva-Barr Pharmaceuticals and Teva-Bentley Pharmaceuticals. Watson with its much better balance sheet than rival Mylan is the most likely candidate to be taken over next.

This position is now up +50%. Plays into many favorable trends that are in the beginning stages of a long growth cycle (emission and energy control devises for jet engine, wind power, clean diesel) Increased position: 27.57 before earnings Decreased position by 1/3: post earnings (Q1) after a 25% gain in a week at $34.66

New technically driven position and I see this stock as the cheapest large cap tech in the market, institutional investors will start buying up as the market rebounds (tech is being bought as a safe haven) Doubled Position: 14.02 Basis: 15.315

transparency, improvement in communications market and strong demand in LCD's. Doubled position: 20.41 There is not much downside from here, with long term support at $20. Conservative guidance did not give the company a jolt, nor did dissapointing results from LG Displays. However, the economic backdrop is improving with lower gas prices, and pundits already talking up a second government stimulus package. Add to that the transition to HD TV, and I think Corning will continue to boost display sales. I.e favorable risk reward

I think this is a great entry point for Millicom. Looking at the chart the stock has moved substantially from a rounded bottom in the $75-80 range and confirmed the bottom. Also the other emerging market telecom stocks are starting to move off their lows (VIP, MBT), further making this trade compelling. As a long term play, both NIHD (held in other account) and MICC are spending a lot on capex, and are upgrading their networks to 3G in country's with upward growth prospects in ARPU (average revenue per user). Basis: $82.62