Replies to post #43037 on Zeev's Turnips Patch-No Politics (ZEEV)

[hk2]

I thought they tossed the kitchen sink during the spring reporting period.

Jim

[Zeev Hed]

In edit, could not resist ERTS at $64.37...replacing EXPE that was taken off here at $74.23, first blood but not the bucker, just $.83.

Not really, it will take too long to analyze it, the key is that last year, after auditing, they added in $290 in COGS from reversal of inventory benefits taken in a large swoon, they still have some of that, and I agree, when we see the 10Q we'll know better. Added GNSS at $14.96, really a little overloaded and that lunch crowd is scared.

Zeev

[Rayman]

Hi, Zeev, now looks like my post yesterday is the contrarian after all<GGG>. But no damage whatsoever, I will started to move 401k as promised, 20% at a time. I figure by the time naz reaches 1250-1220 area, I should be fully loaded. (Didn't get a chance to do that yesterday, busy posting and interruption at office).

I just started to easing in the market here with my IRA accounts and trading accounts. Got some AMCC 4.38, EXTR 5.01, PCYC(yeah, what a loser) at 2.66, TLAB 7.18. Not big position, but increasing exposure nonetheless.

Is CYMI a short here or this thing goes higher? I don't understand why it is so strong while other momo stocks get a bit whacked today.

You CSCO analysis last night is truly TOP-NOTCH. Awesome.