Quick check in

Oil - jitteriness about oil supplies in US. Ignore it, although it does offer some buy opportunities. I am thinking that there is some sector rotation away from oil - eithe rwe follow or stick to our guns
Agriculture - starting to get bubblicious.

ATW - nice consolidation
CF - They are getting hit due to a fire.
IO - getting ready to pull the trigger
MICC - liking the consolidation
MVL - Cooler heads are returning
NOV - not seeing the movement I want to see
PCP - this is too weird to see this so cheap
TRID - Thanks for the run-up. Not sure why the calls haven't moved despite a hefty move.
VIP - not liking this middling along
WFR - Again, too much stagnation