Mike,
Seems that most of these threads dry up when their respective stocks get hammered. I'm sitting on shares that I purchased for 75+, so I have little to say except "Lets have some more upward movement." Actually, I am willing to wait, as I see VTSS moving toward 125-130 by years end.
The games being played by analysts and MM's these last few weeks are so outrageous (considering that the semi stocks and cap-equip sector are seeing their strongest performance in their HISTORY), that they've made me consider leaving the market altogether.
But that's what they want us to do, sell our shares cheaply. However, I can outwait them, since I never purchase on margin. In a quarter or two, the analysts will be back on the "strong buy" bandwagon, because by then, even the dumbest of their sheep will be aware of the powerful performance of these sectors.
So, nothing much to do but wait around. However, I'm considering adding some ATML, TLCM, KEM, ASYT, AMAT, MTSN, CFMT, and a few others. Will wait for a sustained uptick before I do that though.
Regards,
Knip |
