It was a good week but…………..

I was up 1.7% last week and am up 13.8% for the year.

I survived 5 earnings reports. Only ANGI got me.

I bought LE and it is up about 5%. I sold CARS after earnings. I would love to see it fall to under $8 again so I could buy it back. I also sold some of ACH. I am hedging earnings next week.

Even EDAP was up last week.

I wonder when the hardware cycle will turn (it always has) and all the hardware commodity stocks will get decimated (chips, memory, storage)?

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