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NOVA and BMRN added

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NOVA is a pending breakout play. Featured as a gold member pick (subscription required to view) on December 21st and July 5th , also as a Breakout play (free to view) on July 29th . Unfortunately, BMRN has gone from a bullish pennant to a pennant breakdown in the space of a couple of hours. This may not last long in the portfolio. The 20-day MA/grey hashed line is the last point of defence. Featured as a gold member pick on July 18th. DD as always, DJF

TSN to go

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Dived below its 20-day MA as earnings were released. Managed a meagre rally into the close. Will use the opportunity to sell on tomorrow's open. The world's largest meat-processing company, Tyson Foods (NYSE: TSN - News), reported third-quarter results that were not as meaty as last year's third quarter. While revenue barely nudged up 0.7%, earnings came in at $0.44 a share -- a penny shy of last year, even after adding back $0.08 for one-time events. By W.D. Crotty Motley Fool

BOO to you too $11.75

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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 sell, TSN wavering

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

Performance as of Jul 22nd

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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

TSN to buy at open

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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

WFR to be sold at open

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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

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