Sold all my FRD and CTHR today and used proceeds to restart a position in AVNW leading into earnings. FRD won't report for a while and may retrace before then. CTHR feels risky into earnings given steep runup compared to AVNW which has declined 25% from its high in early April. Feels like I've locked in profit and lowered downside risk but realize I'm playing "earnings roulette".
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