Kozuh- been nibbling a little bit on MPAA again lately but real hard to predict their EPS #s Q to Q with all the moving parts they have. Just bought a little more INTT too. Although I think KLIC is a little more of a value play in the semi-similar space (channeling KiK there). Hoping INTT is able to show more op leverage to bottom line ramping up revs than KLIC.
OT: Meep Meep. Didn't realize Sam was the Coyote's name?