Parexel just took off like a moonshot post earnings so I would like to buy it if it comes back to fill the gap.
I've been waiting and watching patiently for this stock to come back and fill its gap at $29; we're now in the mid $29s so it is close enough for me although I could see it further weakening. The story is the same as the others in the group which I outlined in my earlier post so I won't rehash. While subject to the market selling off, the business is growing, solid, and in a sector that is truly "immune" to oil going up, or down, or stupid financial decisions by banks, hedge funds, and private equity in our lightly regulated dogmatic "just let them police themselves" era.
Due to the overall market, we're starting small and I consider all these stocks (we own 4 in the space now) as "1 position" so Parexel's 0.9% stake in the $29.40s is added to the other 3. I also bought some Kendle International (KNDL) today as it also has pulled back nicely to the $46s, but I would prefer to see that gap at $42 filled on this chart so we are only going up to a 0.8% stake. I lightened up this one in the $50s area just a few days ago so we're simply buying back our position at a lower price.
As I said a few days ago, in a bear market there will be no place to hide, so they will eventually come even for the "safe haven" healthcare stocks which is now happening. I cut back ICON (ICLR) a few days ago since it broke support and I'm in shoot first ask questions later, so that one is down to a 0.5% exposure. 
As discussed earlier this week we're mighty impressed with Life Sciences Research (LSR) stock so we've kept that as the highest exposure of the 4 at 1.4%. And that's our basket.
Long all names mentioned in fund; no personal position
