justamother....
Ouch is right. Some pain this morning, as the PPT helps pump fluffed up pro-forma earnings. I will be covering CCR, COF, and FNM (probably) on a pullback.
In the meantime, I added to GM @35.94, SLAB @24.12 and KLAC @31.05. Tried to add to CCMP but no shares available for the moment and may try again later.
Ouch....
mlsoft