I sold TNDM at around $17.60 for a 7% gain. And I sold half of my CLRT which I was averaged in on around $2.05. The market looks toppy, severely so. I think we will have to have a monumental catalyst to move substantially higher. I sold out of my BBND despite it trading near cash levels. I lost 6% on that one. Will likely add if it drops to the mid-$2's again.
Having said that. I still hold large positions in ATPG (event-driven), CLRT and LIME (valuation-based).
Overall, not looking for a huge drop, but I think a 5-10% correction is in order.
31 minutes ago