Rolled Out of ZL and Back Into UCTT
I sold ZL in my IRA. The stock will go higher, but its too slow. UCTT has a better value profile and an old favorite of mine. Do a search if you’re interested. I had a tough time deciding between TMTI and UCTT, but went with UCTT because the volume is better and I know how it trades. I would still keep ZL on the buyers list as well as TMTI.
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