I think you did well with SYBS, I did not get back into it having reached my target of 80% equity. The reason I am not going to 100% is that i still think that this rally will be a "short term affair" and retesting of the bottom will occur.
Everyone is complaining about today, but gosh, I look at my folio and see major losses only on CDTS (about $6) and RMBS (about $10, on the other hand, I have very nice gains in SNDK (+26), VECO, 12, CYMI, 3, ANCR, 6, SIII, 4, VLNC, 2, and JDSU, 12. Even CDTS is in positive territory (for how long?) I would call that a pretty darn good day. All because I stuck to my promise not to look at the market until after lunch. Those turnips are going to get another fertilizer ration tonight.
Good luck.
Zeev |