Rick, this is the wrong approach, I realize that the poster you point to selected only a small segment of my buys and sell. That segment does indeed belong to situations where breakdown occurred and he is right in pointing out the danger of of buying into broken stocks, and asking for a rationale (which I believe I gave him). However, I am not inflexible in my approach and in each case there were both technical and fundamental reasons to either double up or stay the course. Today's harvest of the like of CCRD, TRKN, and SSTI and the last few weeks on OAKT, all stocks in that category, show however, that it is sometimes possible to succeed in using selectively the tactic of "doubling down" (namely buying with the same amount of money the same stock at a much lower price) can work. It works particularly well at the end phase of a sharp decline, when the second serving can be gotten near the low and a serious bounce can be expected. SWTX was broken as well, and it is a value here, and I am actually nicely ahead on it. PDII and SEMI may take longer, but with their selling well under BV ( and PDII under cash), I have a little cushion. Sure, sometimes such a falling knife will become "terminal" (Hands on learned that on WCOM), but if the total commitment is minimal (2 to 5% of the folio), the danger is really not too great.
If I did not have a major sell signal brewing, I would have stayed with those, and probably done quite well (both OAKT and TRKN are already well above my cost) and instead of taking some minor losses in some, I might have been able to take greater gain (CCRD could still go to $10 for instance), but this impending sell signal forced me to raise cash above the 50% and thus the weakest went.
Zeev
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