Making Moves

Retailers on fire today.

CALM, shouldn't pay more than $41.16. Can't buy AZO until it successfully tests $140.

Into Covance (CVD) at $97.46, underweight position. Don't pay more than $101.65, stop loss $90.

Some Cohen holdings:

• Incyte (INCY) recent public offering @ $9 and Cohen's involved. Reanaissance here too, over 4% stake.


• Inspire Pharmaceuticals (ISPH) Increased to 5.1% stake.


• Akorn (AKRX) has potential with a move through $8. Increased to 5.6% stake.


• Pilgrims Pride (PPC)


• Sanderson Farms (SAFM)