PX,
52 week lows being hit all over the place. My contrarian nature is revealed. I'm buying and buying heavily. I think I will be 70% invested by the end of the month (quarter) and I have not been that high in 1 1/2 years.
Buying SEG, IBM (full position), INTC, KLIC, AMAT, CPQ, KLAC, DPMI, CSCO (full position).
Spending money today, feels good.
BTW, I've rarely caught an exact bottom so I have kept lots of dry powder for a further 15-20% market decline. Wouldn't surprise me.
KLIC,KLAC, and especially DPMI highly speculative, wouldn't recommend them to anyone but sometimes you have to take a shot.
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Yogi |
