Savvy Trades and Investments

[Swick984]

POWL is another I’ve trimmed here after results. I still like these two companies long-term, but a lot of the opportunity is now priced in. Then again, I thought the same of HUBB, and that just keeps running…

I’ve moved some proceeds into BDC, some oil and gas companies that have fallen (SBOW, CPE, NINE, etc). Rest is parked in cash for future opportunities.