Thanks for the input. My BBQ got rained out today :(
AXTI provides material to semi manufacturers. I think you have mentioned before. Got slammed earlier this year, seems to have made a 30% move back up. Interesting.
I am not sure there is a bottom in yet for CREE... what makes you say so? Chart is just down, down, down. Fundamentals difficult. What turns it around?
TEVA is a buy and keep for me. Stock has been a dog but I like the market position and global growth opportunity. Hopefully when recent acquisitions are digested the stock will take off. POT and MOS are always interesting, though weak lately... maybe a good buying opportunity. Go AAPL.