Wednesday, July 8, 2015

Ouch!

Yesterday's session was brutal. Too bad I didn't hold off until 1130 (edst) to buy. But it looked like the tide was turning earlier - nice fake out. I could have got my INFN for almost 5% less.

I'm getting killed on SEDG which was my biggest position, now well behind AMAG. But SEDG's earnings estimates are holding and the P/Es have dropped, so I'll add more chunks and shore up the foundation a bit.

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