Dow up 196 today, two more adds

In hindsight, this was 401k add day. Most U.S. corporations select one day in the first week of the month to make their monthly 401k matching contributions to their employees. Since most 401k plans are registered with a small number of transfer agents such as Vanguard or Fidelity, they tend to purchase or sell securities at the same time.

Just before the close, added more longs:
1) 4th purchase of ESRX, 200 at 72.47.
2) 100 PCLN at 119.81