Sell MPWR & AMD -12.5%

This morning semiconductor stocks dropped significantly and carried two of our stocks over the -12.5% stop loss threshold.

Both Monolithic Power (MPWR) and Advanced Micro Devices (AMD) broke through their downside stops and were sold. If you haven't already done so, you should follow suit.

Sell  MPWR  $422.01  -12.5%

Sell AMD  $103.06  -12.5%

Our portfolio is currently near its -4.5% sell point which will be an end of day decision.

Stay tuned.

 Duncan Campbell