I have been buying SEBL, NTAP, SAWS for about a three weeks now, I added to all them yesterday and bought NOK, and TQNT. Today I added to all of them, NOK I bought April calls nzydl.
I'm currently long, QCOM, NTAP, SEBL, SAWS, TQNT, ORCL, CSCO, NOK, JDSU and SLE, STJ. QCOM % weighting is three times the other, with options and common, I suspect that to by reduce greatly by NTAP and SEBL. I'm looking to rebuild by JDSU once the dust settles and the market gets comfortable with the completed SDLI merger and the communication sector rebounds. As of now I'm about 90% invested. I haven't been off margin for this long in 15 years, that's very odd to say the least.
Greg |
