Strong Buy on Silver

on USLV and sell ESK because it’s a major component on motherboards and solder.

Strong short on FDX because of AMZN Popcorn and the strong possibility of a WMT competing platform.  Also, because oil may spike upwards, short AAL.

Strong short of AAPL because of the wave of chromebooks and the number of Retinas on the books of AXP, M and V.

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