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 Buy call on URI & NUE October 17, 2018 we close BOX before its earnings release at 27 for a 8.5% return August 28, 2018 Short Burberry above 2110 for a 1960 target June 20, 2018
