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 take profit in Sinopec (386 hk) and China Res. Cement (1313 hk) September 18, 2018 We close long ROST US before earning release at 95.15 for a 20% return August 23, 2018 we take profit on 1109 HK & stop 960 HK October 11, 2018