ST trading:
Well, I thought about it, and I'm still undecided, so I did nothing. It is encouraging that, on a day when the news is full of anthrax bioterrorism and bombings, and after the NVLS news (which was an unpleasant surprise to me), the semiequips are basically flat, holding well off their lows.
With each passing week, I get more reluctant to sell anything I have a gain on. Best to push the cap gains into next year. More and more, 9/17-10/5 is looking like a bottom, at least an intermediate bottom. All my portfolio, especially EMC and QCOM, acting stronger than I thought it would, the last couple of weeks.
So, my ST plan is to do nothing, and fret. Leaving sell orders for incremental lots:
AMAT at 40
QCOM at 65
EMC at 16
May buy more CCL if it revisits 18, nothing else close to my buy-prices. |
