$MU: Buy on dips, yearly uptrend active...

2018年6月28日

MU is now cash positive, doing great progress in containing debt and investing in CAPEX. They have a significant advantage in the NAND space and are investing heavily in it. Very good valuation here, and trending up, an easy buy for the long term.

Cheers,

Ivan Labrie.

2018年6月28日

註釋

2018年7月5日

註釋

Support held, bad news still being absorbed by the buyers, as sellers unload for a couple more days.

2018年7月10日

手動結束交易

I'm taking profits here, rebuying on dips in 3 days or so.

2018年8月4日

註釋

Haven't bought back after selling recently. My last buy back attempt was not too good, as technicals deteriorated, specially relative strength. Flash memory prices trending down still. Trading its toll on this stock and WDC. both look promising and cheap but act a bit like commodities. Need to time the cycles.