I think that KEM is an excellent stock, and my gut feeling is that it will surge above $30, once earnings are out. I am not in it myself. My problem is that we are approaching a local "top" here (I have 3600 to 3650 for the top this week), and recently, declines have been much bigger than my turnips have expected, so I am going to reduce exposure as we approach 3600 or so. For instance, I have just sold XIRC again at $14.5 (another $1 profit, now all I have to make on this one is another trip worth 1-3/16 to get "even" with it-that lousy "ego" problem <VBG>).
Zeev
irrevolute.iuma.com
In edit, I just sold WSTL at $6.125 barely 10% profit, but I want to reduce exposure here. BRKS also went out at $26-3/8, another 10% gainer. I also decided to take mu punishment on the SC's they are not behaving as I expected. Took out SCON at $11.25 and CDTS at $9.25, big hit in both. My average on SCON was $12-5/8 and on SCON $11-3/8.
I did get back into CREE at $92-3/4 not as much od a discount as I wanted, and probably could get a better price late, well. |
