The risks of chasing hot stocks can be illustrated with this morning’s Exhibit A, which is Xilinx (XLNX). This is one of those company which I have no idea what it does, but it has a name like a Hollywood film would give to some made-up Silicon Valley corporation as a villain. Anyway:

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For long ideas, I think it is more intriguing to find breakouts which haven’t run away yet. I thus offer FTI Consulting (FCN):