Replies to post #141265 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I sold all the way to 70% cash, not buying anything extra but holding core issues, orphans and two swing traders (ZRAN, QLTI and GIVN), and of course a double position in PSFT. Core was thinned with the selling this week of the like of TBL, MAXF, CAH, PII and MO. looking for discounts to get back in these and I have a feeling these discounts will be forthcoming in the next few weeks...