Brief thoughts on why I added to each:
- Netflix - I always wanted to buy but never liked the price. Now with its 50-day MA set to pass its 200, I figure I might as well jinx it with my minimal TA knowledge.
- Crox - Declining ROIC, but still at 24% in its last quarter, even bringing HEYDUDE into the fold.
- Repligen - Picks and shovels play to the biotech industry, and I want to increase my exposure there.