Zeev's Turnips Patch-No Politics (ZEEV)

[ogm]

Bottom fish. I'm a contrarian at heart. Can't make myself buy anything that rallies :) Except for PDLI that I bought and sold for a small profit today. (it will probably zoom higher now)
I usualy buy/short too early and then sell/cover too early :)

Keeping long CEC0, COCO, IMOS, MIPS, WFR, DOW, OVTI.

Will go over the wreck over the weekend, and try to find more.
I think market has priced in enough for now. Though if Naz drops another 100 points, I won't be surprized. So trying to keep it small.