Replies to post #152244 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Right now, it seems avery pull back is bought. Low P/C ratios are cascading one after the other, BP are in nosebleed territory. So I am staying cautious (went to bed again high in cash at 66%).

[oimatey]

Do you have any individual stocks in the semiconductor sector that you see as a particularly ggod short candidate? Appreciate your ideas.