JCG - I will be taking on a put position in JCG. Although fundamentally they are outperforming and they have the best unpaid spokes-woman on their side (the First Lady), its valuation is simply too rich. JCG is looking very overbought, and looks to want to consolidate to, at least, 30-32.
PBR - With a nice consolidation, and sitting on support, I like it here. Although I am not understanding the extent of the consolidation, as the new rules about to be announced Mon are suppose to benefit them. Because of this twist, an initial position should be taken as the trade. (It may break down if we get Oil weakness in the coming weeks.)