The best two out of the bunch are DAC and POWI. Right now I don’t have time to look to see if they have had earnings yet or not but I don’t recommend loading up on anything ahead of earnings. CDS is the best speculative play as the fundamentals growth combined with the China momo could be hot. Or it could be a KUN. No matter what, I still believe that all of these should still not be very large positions. The charts aren’t green enough.
new Featured long position: TISI
TISI
new speculative long positions: DAC CDS
DAC
CDS
new speculative long positions: WG MVG BMRN
WG
MVG
BMRN
adding to existing Featured/speculative Featured long positions: POWI SQM PAE
POWI
SQM
PAE
