In CLFY, RCOT,(RCOT like SFSK)in at 17 13/16 out at 19.. holding SELAY,OMPT,OMQP..
Anyone holding these I'd hold a little longer, I am, but ready to take profits if trend changes: LEA, IFCI,SER, BKE, ANF, MEMCF,XEIKY
BKE, ANF, SER and LEA have enough profit to cash in. BKE, ANF careful about holding anything through earnings.
Much longer term holds VRSN and VRIO.. RMII I have so long and its starting to move a bit..
RCOT has been overdone in thepast few quarters. It was on very high unsustainable estimates and EPS growth. But their hit today was overdone: |
