Added more MRK, KORS. XES and XOP are still fantastic buy at this level. Keep watch on VPU and VHT to buy on any pull back. NFLX is going much higher to $180.
Couldn't agree w/ you more. Everyone I know loves NFLX. They hate Time Warner, Comcast, etc. Just name a few cable companies.
Adding more VNQI. Total 1500 shares.
I think COH is going to start moving up from here as well.