Two New Long's – Verisign (VRSN) and Express Scripts (ESRX)

Both make sense here. Verisign is not near an all-time high, but I am breaking my rules. It will never hit all-time highs, but it is a different business now, as well and the 5 year high territory is enough for me.

Express scripts is cranking to new all-time highs now and is in the space I like – health care and PILLS.

Not adding more oil stocks at the moment. Staying long GW, OIH, USO

Disclosure – Long ESRX and VRSN, USO, GW, OIH