SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Picks of the quarter
ATHR 5.530-9.5%Nov 21 3:56 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (9380)4/23/2010 1:23:18 PM
From: Kirk ©  Read Replies (2) of 20435
 
I'm tempted to keep 20% in cash as I suspect a correction is long overdue... but it is Time for Semis to join FNSR and everyone seems to think we need a correction... so lets go for the gusto with all in:

ALTR
FNSR
LRCX
VRGY

25% into each

Thanks

PS If you want to send me a copy of the spreadsheet every Friday... I can post the standings on the future Fridays' going forward if your laptop crashes. No trading updates but at least we could see how everyone is doing on the page summary.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext