(MVP is still one of the better Chairman/CEO in the country)
I have also re-positioned in ALI and AC yesterday as part of the bet that 1) these two will be among the first to jump after Moody's report and 2) their prices today are good.
SCC is also a good stock to reenter for me. The company's growth path is clear and it is one of the most resilient during the downturn. A price below 239 is a trigger for me to reenter.
So it is going to be a watch-out for bargains in the next few days. Buy in tranches (do not go all in) and use the guide posts of range trading. Rules also serve as protection if, indeed, Ghost Month is starting to eke in.
Good luck!
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