So will Europe’s almost actions, give us 2 days or a week?  TXN had poor guidings, so a lot of tech hit.

Cramer talked about “cloud” software and to play as a risk which may pay off bi-time.  I don’t remember his list but take a look at Riverbed, TIBX, RHT, CTXS,CMVT, chk point.

Another way to revise your holdings:  out of “the world” and into USA, home stocks:  PNRA, Waste Management, COST, PNRA, DLTR, KR(my Cin’ti roots may play a roll here) and toll roads, e.g. KMP, EPD, SKT.

http://www.marketgrader.com/MG.Services/TradeKing/industryRank.jsp?gics=303130&ticker=TCLP

Defense and banks are hot potatoes and not to be touched.  But there are always exceptions.  I like AVAV.  They make drones.

And high yielders, McD, BMY, GE,

Kass likes OCN, Lincoln National, PRU, MET, GS etc