We were stopped out of a good amount of our TriQuint Semiconductor (TQNT) late last week as it broke support. But as I said then, this is my favorite sector from a fundamental point of view at this moment, and if the charts improve I am more than willing to get the exposure back. We'll add back about 0.75% of the portfolio here, with the same precepts - stop out if support is broken. Until Triquint gets north of $7.50 it is no sure thing that the stock is in a all clear location.

id=BLOGGER_PHOTO_ID_5389155007380188258Added back to the position around $7.20; we were stopped around $6.90 Friday so we lost 4% in return for safety.

Long TriQuint Semiconductor in fund; no personal position