Agree with no rush to add risk at the moment. Markets are shaky, and so volatile. Wild swings just today!
I'm adding to FEIM but not loading the boat. Should be an excellent comp next week. With the potential to post big EPS if they're able to get quarterly revenues to $16M-$18M with their increased margins. But no guarantees obviously. They could lay an egg too
KEQU I haven't bought any, and agree rise in steel prices are a negative.. one big positive is that in the past one concern has been cheap competition from China would undercut KEQU. In this case, the tariffs work well for KEQU, their factories are in the US and India.