Replies to post #14837 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

In edit, further raising cash selling ATK here at $64.29, only $.45 profit on this trip. Cash now close to 40%. Also got rid of CCMP just above $40, giving a small chunk of todays gain on that one.

They are not "so bullish", they just maintain a cautious bullish stance with cash around 37%. Having dumped a large position of NOVN at $13 plus. Also dumped earlier the double position in INVN at $29.39. A good trip, but I think that if 1263 does not hold, we may go back to 1200.



Zeev

[Rayman]

Forget about the rally. All I am thinking of is making out even, and that is looking more and more a remote possibility. Although I respect Zeev very much, I think Zeev is wrong. I am a firm believer that late August to late October is the worst period for the market in general. I don't want to be a hero here. Out of SEBL, VTSS, GNSS, CMVT, NTAP in a hurry, some of these are major losses. What the hell, I don't see bright future ahead. Cash at 75%. Can't believe the first day I am back, the market does a selloff. <ng>