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 Buy ITX SQ + buy TUR US (bought @ 19.83 and closed @ 22) August 10, 2018 we take profit in Sinopec (386 hk) and China Res. Cement (1313 hk) September 18, 2018
