CYBE - Agreed, but I had thought it was overvalued at $25 too, where I had added most to my position. I wanted to short more over $30, but it had already become such a large short position for me, that I couldn't justify it rationally...
I may decide to fully cover my short here. Semi stocks are down today, which I think is the impetus for this drop.
I'm glad to see the market down today as things were getting a bit overheated for a while there. I'm taking this opportunity to look for some attractive entries, the problem is I can't seem to find any companies I like for prices I like. I had bought some FMSA yesterday morning after the OPEC news. I think they'll perform well in the next few years as they de-lever and strong frac sand demand from renewed shale drilling continues to drive sand pricing up from the current bottoms. Though, admittedly, a good amount of that recovery seems to be priced in already...
I continue to like LMIA for a recovery in 2017. I've also bought a few shares of TPIC recently, though its a small position. I also nibbled on some TGI in the low $27's.
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