Today's Trade: Just KT&G, and Carefully

Only picked up one new name today — KT&G. Earnings power and price both look decent enough, but the balance-sheet volatility bugs me and the stock has no real momentum right now, so I just dipped a toe in instead of going big. Hanmi Semiconductor and SK Hynix are still on my radar, but nothing convincing enough yet to pull the trigger, so they stay on the watchlist for now. Nothing in my current holdings called for selling or adding to, so I'm riding it out unchanged today.