A Day to Just Watch
The market today had no real direction, everyone just feeling each other out, and nothing smiled at me hard enough to earn my trust. Nothing cleared the bar for my one-name-a-day rule, so I kept my wallet shut. HD Hyundai Electric, Samsung Electro-Mechanics, and Hanwha Aerospace are still on my radar, but none of them landed a clean enough case yet, so they stay in the watch pile. My current holdings gave me no reason to touch them either, so I left them exactly as they are.