Sounds like a well thought out plan. Not knowing anything about your LQMT investment, generally there is a spike in August/September from short term traders due to Apple rumors. So if the spike is based solely on the Apple rumors, then I would sell 70%. If it is based on LQMT data/news I would hold on for another quarter. Either way you are still in the green and the game.
As far as oled’s go. I picked up Himax between $4.3 and $9.6. As far as dividend stocks go, I bought Altria Group, Verizon, and Kimberly Clark after the the 2008/2009 debacle and never looked back.
Good luck to you