The market hit a near-term pothole last week, and the volatility has continued this week, with many stocks coming under selling pressure. Further consolidation is certainly possible, even likely, after the terrific run this year. But with our market timing indicators in generally good shape, we are staying generally bullish, and expect higher prices in the months ahead. That said, we are re-jiggering a couple of stocks in the Model Portfolio -- tonight we’re going to book our long-term profit in Equinix, which is breaking down, as well as place D.R. Horton on hold. But we’re also placing Cabot Oil & Gas back on buy.
