03/14/2016 Update

Sell 178 shares of CREE (Cree, Inc.) at $29.31 and take 4.57% gain. Free up fund for new purchases.

Buy 453 shares of NPTN (NeoPhotonics Corporation) at 11.7. It has forward P/E of 13.86 and next 5-year annual earning growth of 15% and is trading near the new high.