Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I agree and on retrenches, these (except the four broken one, SNDK, SSTI, IGT and MO) should still do quite fine, following the principle that NHBNH, 8 of the other 11 have made new highs since these were recommended on 5/22. Here I would also add , as I have mentioned earlier today, CAH and TBL (to replace in the core IGT and MO) on some retrenches, and would replace the two failed semi (SNDK and SSTI) with IRF and MRVL, IRF here around $39.5 to 41 and MRVL on any retrench to the $25.75 to $25.25 area.