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 … Continue reading Profit & Rotation Time Again; CCMP Out, CBT In