>>as for IIVI, it acted quite well during the Friday maelstrom
Fridays action is exactly what makes me hesitate a bit, not only it did not really rebound but got sold into all attempts to break 33. It did not continue it's fall either but instead hoovered around until 2:22 huge volume kicked it south again.
This stock has little turnover and this alone makes it very vulnerable, resulting in a dangerous but potentially rewarding play IMO. Only thing is I've got more than enough of them lately...
Boots sound nice for the upcoming season so I will look into TBL. I know that you are fond of them so I'll let you know if I take the bait.