Knip..
I guess talking about PSEM qualifies under grief category.. So yeah.. I still have them and I have no doubt when the business improves in the sector, they will do fine.. Even in this lousy environment, excluding charges, they are almost break even so risk is limited.. I have not traded them..
As for LPAC, Dale B. on 50% Gains has talked about it but I have no position..
As for Cymer, I missed the boat and since I don't like chasing things, have no position..
It seems like we are in a waiting game.. And you are right, picking winners is tough where capital spending in Tech is so dry.. So with that in mind, I am watching HOLX where I have a small position and might add depending on results, ASPT (reported already) for recovery down the road.. I am afraid, did not take advantage of last 3-4 months of strength in a meaningful way, so it is going to be tough.. |
