I am out of CCMP, EMLX, BRKS, the other four I am still in, the bio group (IMCL, IDPH, TARO, QLTI, CRA and AMGN) I am planning to hold a little longer and possibly even double up, since I think that they will hold better than semi, storage and software. IRF is bouncing against $33 (breached slightly, but close above) a strong support, so I will hold for either a bounce, or a real breach of $33. VECO has strong support at $35, so I may double up there as well, and if we get a small rally, may bail out.
Apologies for the wrong and late all a week or so ago. This zig was definitely a bad one.
Zeev |
