Today's Action

Had to protect profits and bail on Broadcom at $24.44

Into JNJ with a spec stake, $69.27

Ford (F 5.11) got its teeth kicked in today.

Financials took a deserved breather and Healthcare was up for most of the day, in fact it appears as though the healthcare sector, judging by the Health Care SPDR (XLV 31.68), is coming up to levels not seen since the first week of June and prior to that it was March.

Cramer pounding the table tonight on Disney (DIS 31.02)

Up in the face of adversity:

AmerisourceBergen (ABC 43.15) is breaking out, Quadruple Top Breakout today. It would be attractive if it settles down to around $42.40ish, where the 200 dma and the 50 dma reside. Even better if it slacks to $40, filling the gap created by today's action.

Covance Inc. (CVD 88.50) is interesting. Renaissance Technologies holds 2%.

Invitrogen (IVGN 42.89) too. Renaissance owns 1.8%.