I'll keep INSP in the bull pen,as a poss. new buy at some
point ...... I think I've got 100 shares.
well I sold some MLNM today and some PEB, PEB looks like
a B wave and we see the low 80's again.
I also sold most of that flex that I bought @ 66 pre split
for a break even. Had a been very adroit I would have
sold on the pop back to the mid 40's
With the capex slowdown, the contract manufacturers are on
shaky ground. CLS and SANM getting clubbed and
BA has pulled these names off their fresh money list.
"Fresh Money Focus List : Banc of America Securities comes out with a new version of their Fresh Money Focus List: AZA, AVP, CAH, CDWC, CEG, FNM, FRE, KMB, REI, SO. New additions to the list are: AVP, CAH and FRE. Deletions: CLS, FLEX, SANM.
I can not believe they put AVP on with that toppy looking
chart. FRE and CAH are no great bargains here in my mind
either |
