And the hits keep coming; another name breaking below the 50 day moving average today - we're letting loose 80% of
Skyworks Solutions (SWKS),around $13.50 - much of which we bought back just last week after
a good earnings report that seemingly does not matter one iota. All we can do is a make a list of the companies who are executing and wait until a better moment in the market to buy....
This sale pushes us down to under 20% long exposure overall in the fund.
Long Skyworks Solutions in fund; no personal position