Wednesday, 2 March 2011

Portfolio update: AGCO, SWHC, NTCT, BIDU

Markets have rallied today after yesterdays heavy sell of, its touch and go whether we will sustain this or come off more. Looking at a whole handful of stock, and none of them are compelling enough to get into at the moment.
AGCO has given back 5% since its peak a week back, and looks like its consolidating in this area. I will just hold this unless it breaks lower.
NTCT looks strong and I'm ready to bail on any further big move up.
SWHC looks to be consolidating too after its run from its lows.
BIDU is still deciding which way to go, up hopefully!

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