Inflation is still here and still going up. That will kill the market again so you may see small bounces, but we still will move down in the long run. When you have profits in your portfolio with stocks that are NOT on your "long term" portfolio - take the profits. Just do it in a tax efficient way. I'll talk tomorrow about taking some of your IRA lower conviction plays and maybe liquidating them and doing a ROTH conversion while it's down. 

$LPG - $2.50 dividend soon

$OXY - earnings blow out and incredible guidance

$SPG - still good price to earnings and great dividend

$AAPL - under $160 - start positions

$MSFT - under $270 - start positions 

$GOOGL - great value here

$NVDA - same forward PE as $CLX - which company do you think grows more? 

$TWTR - deal may close in a few months - get it while it's under $50 IMO

$ATVI - $95 deal - I like it here

$TTD - dying chart - nothing good here

$COIN - crazy how bad things are

$UST - Tera is being destroyed - it's far from stable 

$PTON - would have loved to have bought the dip - but it's going back to $10 when they raise more cash

$FB - under $200 - buy it 

$AXP - I still like this one here

$UCO - it's def going back to $190 - I like it but I'll wait for under $150

$DAC $ZIM $EGLE $SBLK - I like these

$VET - reports today - I like this one to play in to earnings - but like $OXY - the market may not care

$DIS - big earnings today but I don't think you see a move on this. I think you buy puts on $NFLX based on this earnings. 

$UNH - it's still falling - but I love buying the dip on this one and $ABBV