Friday, August 7, 2015

More AMAG, INFN, and SEDG

Yesterday I added onto my AMAG and SEDG positions. Today it's INFN.

The tankers TNK and LPG might be good for a trade, but the growth flattens out next year so I'll just let my current positions run and capture the value of this year's growth.

NWHM missed so I'm looking for a little bounce to get out of that.

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