Hi Toof, Re: Sales.........
Congratulations! Nice move!
We let 10% of our Johnson Controls (JCI) go yesterday as buyers threatened
to storm the Equity Warehouse if we didn't sell. After that group left,
another came by and asked if we had room on our shelves for 12% more shares
of Ormat (ORA). After shuffling some inventory, we made room at an
attractive price.
We did add 12% more First Solar (FSLR) last week. It seems some of the
shine has come off the renewable energy sector. Even Global Wind Energy
(FAN) has slowed its spin and is approaching Mr. Lichello's target price
for adding shares. Some people thought it was a bargain at $26/share but
Mr. Lichello thinks something under $20 would be better.
OAG Tom
Buy from the Scared; Sell to the Greedy.....
