Despite being in my favorite sector, I'm going to squirrel away more profits in safe keeping as the leaves start to color and I see a long winter ahead. Selling 1/3rd of RF Micro Devices (RFMD) today; I've been offsetting these with some smaller purchases in TriQuint Semiconductor (TQNT) which has not moved with the sector - so I keep my sector exposure. The stock is up 32% in 2.5 weeks.


I'm selling around $5.75; it would be most excellent to buy it back around $5 if we are so fortunate. If not, we have other names in the sector.

Long RF Micro Devices, TriQuint Semiconductor in fund and personal account