John, Mike and Tom's Wild World of Stocks.!!
This thread is a place for Us to keep our posts and ideas on stocks that we
Either owns and wants to buy more of on a correction, or Companies that
Are in emerging and ascending technologies.
We all will make the occasional foray into deep value, contrarian investing
With Groups that are unloved and beaten up. Like the Drillers were in Q1 of
1999, and the REIT's this fall.
We use Technical Analysis in conjunction with Fundamental Analysis,
Insider activity, sentiment and other factors in our investing and trading idea formation.
Areas of noted interest are : Wireless, Broadband, B2B E Commerce, E-Commerce
Broader Telco themes, Specialized ChipMakers such as BRCM and PMCS etc.
Right Now we post our stock thoughts on different threads and in lots of PM's and
This thread will possibly help us to keep track of our research and thoughts, as well
As help us in viewing the evolution of these stocks and technologies.
We may also discuss market timing issues, that would have
us free up some cash waiting for a market cycle low, or alternately, attempt to find time windows when we
want to be in a more fully invested mode.
A watch list of our leading stocks
siliconinvestor.com
John |
