Buying one pricey blue-chip, cutting loose one bleeder

Samsung Biologics checks every box on earning power and balance-sheet muscle, no complaints there. The catch is the price already looks like it's pricing in all that good stuff and then some, while the trend itself is sagging — so I'm buying a good company at a rich price, at a weak-momentum moment, leaning only on the mild warmth in the news and mood to take a small first step in. Hyundai Steel and KB Financial didn't give me a reason to rush in this kind of flat, directionless market, so I left them on the watch list. And 042000 had slid to -11.2% with no sign of turning, so rather than keep riding it down I trimmed 16 shares to cap the damage.