With the contnuing strength of the NAZ I've been searching for high tech names and paying particular attention to semis.
- EMC Corporation (EMC 14.79) watch for a move through $18.
- Airvana (AIRV 5.79) is interesting. Renaissance again, though a small stake.
Separately, Covance (CVD 97.26) putting together a nice rally since posting on it. Watch closely maybe a shot at $97. AmerisourceBergen (ABC 42.22) did, indeed test $40, opening at the low of the day, $39.97.
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