Consolidation breakout. Looking to add to Marketocracy account. Featured as a gold member pick on July 19th. Site subscription necessary to view commentary. DD as always, DJF

ANGO earnings 'up' but disappointment rules the day. Likely to fill at $23 for a modest 11% gain (well below the 24% prior to earnings). Never let profits slip. TSN is also wavering around its 20-day MA and if it doesn't recover soon this too will bite the dust. DD as always, DJF

FSPLR (yellow) m100 (grey) S&P 500 (light green) DJIA (olive) Nasdaq (light blue) Symbol Price Shares Value Portion of fund Gains Return Link CYCL $14.29 7,000 $100,030 9.63% $2,139.05 2.19% Breakout ANGO $25.60 4,850 $124,160 11.95% $24,499.78 24.58% Gold member ERES $14.50 5,130 $74,385 1.75% $2,139.05 5.41% Public list TSN $18.90 5,140 $97,146 9.35% ($2,313.00) (2.33%) Stockchart 'Gold member' stocks require a subscription to Fallondpicks.com to view

Working through a base following a break of resistance. Long term I would remain concerned about BSE but at least for now - this is a long play. http://biz.yahoo.com/ap/050715/tyson_foods_mover.html?.v=2

Looking to get rid of WFR which appears in wont of a pullback. Volume into its recent advance has declined and a lower close Friday could precipitate a larger sell off. The stock featured as a free breakout play for June 9th and will remain in play until either its original stop ($13.49) or target price ($23.14) is reached - but for the purpose of my Marketocracy fund I have choosen to sell. DD as always, DJF

Date Stock Order Shares Price Value July 5th ERES Buy 5,130 $13.75 $70,565 June 23rd PCU Sell 3,440 $41.45 $142,612 June 23rd NGPS Sell 3,870 $27.47 $106,335 June 16th CYCL Buy 7,000 $13.98 $97,890 June 13th PCU Buy 3,440 $43.49 $149,612 June 13th WFR Buy 6,510 $15.40 $100,254 June 10th ANGO Buy 4,850 $20.54 $99,660 June 7th NGPS Buy 3,870 $25.80 $99,873

FSPLR (yellow) m100 (grey) S&P 500 (light green) DJIA (olive) Nasdaq (light blue) No change in the positions - the flip to the sell side has limited new positions but I do like the look at ERES here. CYCL managed to break resistance as ANGO and WFR limp along. Symbol Price Shares Value Portion of fund Gains Return Link CYCL $14.92 7,000 $104,440 10.32% $6,549 6.69% Breakout ANGO $21.37 4,850 $103,644 10.24% $3,948 4.00% Gold member WFR $15.82 6,510 $102,988 10.18% $2,734 2.73% Breakout 'Gold member' stocks require a subscription to Fallondpicks.com to view