Semi2000, as for my radar screen and what I hold today, my 3 largest holdings are in MTSN, ASYT, and MRVC. Those 3 account for 55% of my investments with MTSN being 30%. I got my wings clipped big time during the 4th quarter and was tempted to put 100% of my money in those 3 holdings. Fortunately, I realized a substantial recovery from my low and changed my thoughts. My other holdings of substance are API, ALSC, CNXT, FIBR, GSLI, GGNS, HLIT, INSP, LRCX, NETA, OBAS, SEMX, and SMTL. The latter have, for the most part, been purchased during the past 30 days at close to their 52 week lows.
If I had unlimited resources I would certainly look hard at TQNT, KLAC, CMOS, LSI, LSCC, EFNT, TER, NANO, NVLS, KLIC, CYMI, ALTR, and of course AMAT. I have owned all of these over the past six months but recently was forced to make a decision as whether to stay on margin or not. I chose to close out my margin balance and as a result sold a number of my favorites.
Eddie |
