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OK I had the day off today, my son was sick - and spent some time trading stocks.
Out - made modest profits on all of these
T
CSCO (was planning on holding for a while - but I'll take the quick 10% run up)
PTY
WMK (a local grocery chain here in PA. Bought it a few weeks ago, dropped 15% the next day, and then recovered it all allowing me a $1 a share profit)
In:
IBM (love it at this level)
PPL
CCE
GG (time for some Gold! Well off it's high)
Only one that I've been adding is some Goldcorp now and then in one of the IRAs. Not a fan of Weis Markets as I had a nephew who was in store management with them and was not very positive about upper management. He is much happier with his move to another grocery chain
Overall, I've been doing some trimming around the edges; selling a few that seem fully valued and only reinvesting half of the proceeds into new positions.