Well, I was hoping volatility will return to the bu$$, but no cigar. In the meanwhile, we are now close to 2400, another 150 Naz points to the low set earlier this week. My scenario was not calling for 1900 until late February, so I see no excuse not to raise exposure here, I just jumped (pinched nose etc.) into CMRC, again, this time however, it is not in the 40' or 30' or 20', but near the recent lows, in at $19-9/16, hoping it is as close to the low today as I dare hope (g). Also back into the holy one, it has held relatively well, if we turn, maybe it will take out $10.5? (Na, wishful thinking...), in at $9.125.
Zeev
In edit, doubling up on QCOM here at $72-3/4. Now I am getting "exposed" all right... |
