update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like we close BOX before its earnings release at 27 for a 8.5% return August 28, 2018 short Kone Oyj (Knebv fh) June 7, 2018 Short Macys(M US) & take profit November 14, 2018