Savvy Trades and Investments

[gilead23]

FEIM yeah ought to be a good comp, and maybe we will finally get that meaningful revenue bump from the backlog ramp up.

Its doing what it always does ahead of earnings which is to dump. Haven't sold or added any. I see no rush to add risk at the moment, but theres stuff that looks cheap.

I was tempted to add KEQU, but the way steel prices have been mooning I'm worried about margins getting crunched.