POOL and IGT are still in the core, PII may have a secular satory of warm winters working against it, but once more, in the sub $40 (preferably under $38) it looks good, but you got to have a hard stop under about $36 on a closing basis. The last time I was "pounding the table on IGT was almost a year ago in the $28 area. It has moved nicely and could move even more. A longer term hold but not add here near an all time high. POOL can be added here in the $38/$40 area, IMTO. MRK is now too rich IMTO.
As for DECK, I think better entries in the high $30' low $40 will be available in the next few months, I would not suggest it here at $47/8 as a long term hold. And talking about DECK, just covered my bop here at $47.39 for $.78, went flat for now. I am trading it in the sub $47 to a tad above $48 area for some time now. Alaso just took the bucker plus discount on that third NTRI and reentered here at $59.55.
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