Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Apart of CAH, which I suggested earlier this week (in lieu of PII which is almost reaching it own target), you may want to look at TBL and SKX if they retrench a little bit more. (I already have one position in TBL bought today and will double in the $61/$62.5 area). The others on the 5/22 list that have reached their targets (COO, TTC and even TII which is a little short of target) simply buy on retrenches of 5% to 10% from their recent highs. Mind you, none of these are "value stocks" anymore, but they should follow NHBNH. IGT is another story, I think it should be available around $34/36 and if it does not breach the recent low at $33.39, then you can expect a period of consolidation and possibly an excursion to $40, no much more for the next few months. I think that next year, it will be come a good defensive stock (maybe after an excursion to $25, so make sure to use a stop under $33.40) when most of the market might be laboring in bear paws pains.