I am not buying them, but I doubt they fell on their head, I think that the sox had a chance to go back to 240, it did not, indicating some very strong demand there for these stocks. I am not rushing or chasing too many, however, but I am definitely with too much cash here at 42%, the min reason, however, was that I got to take some unholy profits, in the like of ATK, LLL, CYMI, EXPE etc. I erred in taking off the Q earlier, but I had a period I was unable to look at the market and the direction was not clear, capital preservation is more important in the scheme of things than profit optimization.
Zeev
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