Boxed Cake

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After the flagellation the bears have received over the past two solid weeks, it’s not surprising that I am not exactly frothing at the mouth to short anything (which, in itself, is probably your best sign to short). I have tiptoed into a few more positions, however, including these two below.

First is Box, on which I have a stop-loss of $18:

I have also re-entered Cheesecake Factory, with a stop at $42:

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