Sold off the entire Dow Chemical (DOW) position at 36.10. Natural gas prices have been killing this company's profits, and I don't see any reason to hang on. Maybe in the future I'll get back in, but for now I'm out.
Used the funds to add to Home Depot (HD) at 33.56. Might be premature, as Home Depot reports its earnings next Tuesday. I guess we'll find out soon enough.
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