Replies to post #265494 on Zeev's Turnips Patch-No Politics (ZEEV)

[George the Greek]

Ze'ev, why is BRCM a good trade?
Aren't the semis out in the woodshed?

[chanyu8]

what's your SL on ZBRA? TIA

[cy esp]

long AMGN 54.38, $1.01 discount to last sale. Its not a good sign if I get a better price than you.

edit, sold a little WMB at 12.14 from the core, their financial position is too weak for me to have it as my second largest holding. Will continue to lighten up until it is near my median weighting.