I am under exposed right now (I am still quite bullish on the market) and increased exposure will come on discounts for each stock its own level, like SKX under $7, OVTI in the $54/5 area, NVEC in the $36/7 area and so on. The reason for my under exposure is taking "excessive profits", not a major fear of a market collapse. I will start and redeploy less discriminately as we approach 1923 and will be an aggressive buyer if we get near 1865 (all without deterioration of the internals). Got IDPH at $33.55.
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