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No. of Recommendations: 8
spidey sense kicked in today.

which means literally nothing in the real world, but I did make a couple changes.

Decided to act on the cash in my taxable, and bought more ESTC.
Sold a bit more than I bought of ESTC in my 401k, and spread the proceeds amongst: NVEE, LK, and LVGO.

LK is not cheap, but I think China flu shaved a couple bucks off what was already a late entry. I liked the story before, but shied away until trade deal was done. With extensive monitoring of their population and iron-clad grip, I expect China gets this under control quickly and it becomes a non-story soon. LK will be a roller coaster, but I do think it has legs when viewed over 12 months. If I happen to get rapid increases sooner, I won't hesitate to bank profits though.

NVEE is an infrastructure play, which is way overdue in US. Plus they bought a mapping company, and have a small SaaS play in motion for their data. This is more a value play that I think is set for a rebound. 12-month view, but also selling on any ridiculous spikes.

LVGO is attractive for small market cap and high growth. Optionality seems good, in going after multiple health segments. tchalla has been a big fan for a while and his posts have kept this on my radar.

Still far and away the ESTC show. the other 3 are about a 30% allotment. Cash swizzled around and at about 12% or so.

With ESTC dragging their feet, I wanted to add some options in the mix that can grow and potentially be sold if ESTC is still too low.

Dreamer
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