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 close short on PANW November 15, 2018 Stopped on short Air France (AF FP) October 31, 2018 Buy Halliburton below 48 for a 54.5 target June 11, 2018