Eric, yes NANO was a no brainer at 6. At 2 it was like stealing candy from an infant. Balance sheet was rock solid with approximately $6 per share in current assets net of all liabilities (no LT debt). As for other good buys at this time, I am having difficulties as well as I sit with 40% cash. I sold all my LTXX, ASML, ASYT, KLIC and LRCX. Today I sold 25% of my NANO holdings, still owning 4500 shares, putting the profits into more shares in TWAV. TWAV has a so-so balance sheet, but the new orders have been good during the last quarter and they finally got the SEC off their back. Personally, I think they will eventually be acquired and they are one of a few remaining Semi-Equipment stocks that has not rallied. I keep my fingers and toes crossed each night and pray alot, lol.
I presently own positions in AMD, ADIC, ATML, CRUS, EMC, FNSR, GGNS, HLIT, LSI, MRVC, NANO, RSTN, SMTL, TXCC, TQNT, and TWAV. Of these, I am very pregnant with ATML and TWAV. |
