The thought for the last week has been- deploy cash. I already had a lot on the sidelines,so the September clean-up just added more, and that's making me feel a little antsy.On Friday (10/5), I did take small steps- nibbled on OCZ, nibbled on NAT, and added to KCG.The DRIP ac has been very good YTD. I set the bar at 7.5% for the account, and so farit has been on the right trajectory and quite steady. Actually, the steadiness is quitesurprising given the big hiccups caused by ORI and TSU. I missed the chance to lower my ORI cost basis significantly in the account. That's partly because I wasn't convinced enoughto give ORI a similar place as SO and VZ. There's a high bar in this account, and I am notreally too concerned if only 4-5 stocks do the heavy lifting for this account. Small nibbleson COP and EXC so far, but perhaps I should try GLW in here too?Of course a 40% price zoom is going to grab one's attention. Talking about the PPP bounce yesterday (10/5), on the favorable tax ruling. I know major shareholder had announcedthey would be reducing their PPP stake. I wonder if they sold any shares before the ruling?Unfortunately, I had no shares to participate in the festivities. Then again, I locked 3-digitgains in less than 3 months, so I can't complain.
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