Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I am not sure what you are referring to, I surely have not stated that I am not under the max value of the folio. If you paid attention, you would have noted that I have large positions in ZBRA, and LSCP under water, lesser positions in SSTI, OVTI, TEVA, MERQ and JCOM under water. In the last six weeks, I also took losses in the like of DRIV, FARO and few others. A double position in QCOM is hovering there near breakeven right now (bought at $70.40 and $68.62, again). Yet, when profit offered, I religiously took them, HANS paid a handsome 50% "dividend" (that just since the middle of August), QCOM kept paying, CCMP rejoined its traditional role as ATM, BSTE paid very nicely on a full quad position as well late last month, CRDN, NAII and IDEV paid each about a 10% dividend, so I am keeping more or less even. Oh, and I did stay out of the DROOY massacre as well (g). Marking to market tonight, I am down a little so far in August, nothing that hurt particularly big. Does that make you feel happier?