In reedit, and now took the half buck discount on CCMP here at $34.40. Also back in BGEN at $29.25, less than a quarter discount. I should have been more patient with EXPE, it finally brok $42.
In edit, and now took the discounts from AMGN at $44.80 and IDPH at $37.94.
30% cash is just on the top of the neutral range, and it is mostly tactical since I don't want to be stuck with positions overnight I cannot trade tomorrow morning. Nevertheless, the failure of EXPE to breach $42 got me back in here at $42.01.
Zeev
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