Wow, things went from extremely boring to exciting all the sudden.
Sheesh - when I typed this in the morning, I did not mean it literally
TriQuint Semiconductor (TQNT) reports after the bell tonight and is the only one of the 3 I have a material stake in due to being a slave to price action. I did take profits last Thursday so it is now down to a 1% stake which is decent size going into earnings. If some strange act happens and they disappoint I won't kill the year by taking a big haircut.
Haircut it is! Down 20% in after hours - thankfully this only hits us for 0.2% overall in performance since we reduced our position size materially but this is exactly why we don't bet on earnings; and that is all it is if you roll into a stock big time going into lemming time
Still analyzing the report to see what went wrong; will update this entry shortly...