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What a difference a couple weeks make. Just closed out a 12 month position in NVMI and updated my spdsheet.

I took my first position at beginning of July 2011. So maybe I titled my last report at end of August incorrectly as month 12. I guess this would be Month 14.5

Overall my MFI portfolio is up 11.06% today.

I decided to let violate MFI disciplines and OSK and TER ride (up 20% and 24% respectively). Those two are _finally_ moving. It's as if Mr. Market has placed a bet on the outcome of the Presidential election and is unleashing these cyclicals.

I'll go back for closer look at OSK and TER charts for next resistance, see if I can pick an exit point, then put in a GTC limit order to sell those. I know, I know... Messing with the MFI mojo. Getting greedy. Pigs get slaughtered... Start the smoker. I'll be there die-rectly!
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