By John Linnemeier I recently sold my holding in Gentherm (THRM) from the Opportunistic and Adventurous portfolio. The reason? I didn’t like the fact that several of their high level executives recently sold fairly substantial amounts of stock. This kind of business always makes me nervous as these people will always know more about what’s happening in their company than investors will. They can cleanup when the rest of us don’t.
To replace it, I bought Lam Research Corporation (LRCX) which offers the possibility of growth in the field of semiconductor manufacturing and research. In my opinion, this may be a sector that continues to expand. All the other stocks are holdovers from last month.
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