In edit, further raising cash selling ATK here at $64.29, only $.45 profit on this trip. Cash now close to 40%. Also got rid of CCMP just above $40, giving a small chunk of todays gain on that one.
They are not "so bullish", they just maintain a cautious bullish stance with cash around 37%. Having dumped a large position of NOVN at $13 plus. Also dumped earlier the double position in INVN at $29.39. A good trip, but I think that if 1263 does not hold, we may go back to 1200.