US Equity

APO's 13F filing shows the firm is skeptical about valuation and price, but here are my takeaways.
A modest pullback would be ideal for entering a position.
California's Limoneira and Argentina's Cresud aren't for investors who expect steady returns.
PAYX has struggled around $62, a close below $57 defines the risk now.
TAP looks vulnerable, watch out if we close below $94.
There is an unhealthy combination of high valuation and advisor complacency.
So far this month, prices have slipped lower.
The bullish sentiment has been elevated for nearly six weeks now.
Price remains in a bullish trend across all timeframes.

When Does $5 Only Equal $2.40? Real Money Pro($)

Risk on options can be asymmetric, as these JetBlue trades demonstrate.

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I have read her book, 'Dare to Serve' and have seen her interviewed multiple times by Jim Cramer on Mad Money....


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