Back on line. I have not been watching my sentiment indicators closely for lack of access to data. In any event, this decline is a little more than I expected (I had us going down to just 1263). But, that is giving me the opportunity to deploys back. Actually started deploying earlier today with IDPH at $42.40 (under water now) and three of the Q all under water as well BRCD $16.60, BRCM at $17 and QLGC at $38.50. Just here I completed the other two Q, ELX at $21.65 and MERQ at $23.15. Earlier I got into CCMP at $38.50 and MU at $17.80. Earlier in the week I redeployed QCOM at $25.27 (I might as well have waited (g).)
I also deployed here INTU at $39.55, and SKX at $14.95. Waitng for CYMI to reach my OB at $24.65 (only $.20 to go). Now at 20% cash (from 40%)
Will continue further deployment later today since the Q, as usual, will be taken out toward the end of the day.
Zeev
