Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

In edit, could not resist ERTS at $64.37...replacing EXPE that was taken off here at $74.23, first blood but not the bucker, just $.83.

Not really, it will take too long to analyze it, the key is that last year, after auditing, they added in $290 in COGS from reversal of inventory benefits taken in a large swoon, they still have some of that, and I agree, when we see the 10Q we'll know better. Added GNSS at $14.96, really a little overloaded and that lunch crowd is scared.

Zeev