Profit & Rotation Time Again; CCMP Out, CBT In

Knowing full well that the market is making me look smart (as opposed to me actually being smart) I made a handy switch.  CCMP, the Semiconductor manufacturing materials company, is now sold for a ridiculous 2 day profit and CBT, which I was just bemoaning missing out on yesterday, replaces it on its nice pullback.



It’s pretty much what I mean when I say that I am routinely taking profits and replanting elsewhere.  Cabot Micro is obviously doing well both business wise and stock wise, but I know for a fact that Cabot Corp., Micro’s daddy, is doing well business wise and also that they are just one big happy bunch over there in Boston and Billerica, with their new CEO at the helm.  ;-)

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