Tinker,
I hold both CREE and RMBS, but like you, feel RMBS is slightly more risky but with greater and closer potential. So, almost at yesterday's low, 40 and a tiny fraction, I doubled up on RMBS...feeling almost like I stole it!
I also cleaned house yesterday, selling for profit in LU and ANF, placing the proceeds equally in ITWO, NTAP, and SEBL. Today, except for Q, all were green for me.
That puts me dead square in the G&K camp. GMST in the Roth, plus JDSU and QCOM to round out the trading account. No margin....not yet anyway. Maybe after the election, but baby steps if then. I used margin to my very great benefit starting about a year ago, gave most of it back by not taking profits, and, like many of us, have been up and down the roller coaster most of this year.
If after the election, AG makes any noises about a neutral or downward bias (he's been very quiet lately), we will see a burst in the techs, led by the G&K's. That would be a nice side dish to go with my turkey.
Chaz |
