RMBS looks like a good value with a nice upside assuming we rally into next rate cut or else longer term. I assume both though long-term will be bumpy.
So do GLW, KLIC, PALM, AGRA, AV, UIS, CYMI, NOVL and LU (ala deal esp) plus little dogs with cash SCNT, AETH, CMGI, RRRR and LOR.
These are the ones which survived my criteriae which are basically low market caps vs. cash/assets/revenues/ potential recovery appreciation.
Would hold onto IBM, AAPL, YHOO, VZ, SBC, WCOM, HWP, probably ERICY and all energy stocks. I've used up my buying power so I can't get any (or any more) of these but for the fun of it those are my pix and my ideal portfolio.
Would be studying XOXO and METH too if I could afford to buy them. Don't know much about these companies.
Hunches of the week: Something's about to happen with both LOR and PALM. LU will get even more than 5 billion for its fibre optics division. And WCOM will finally be allowed to rally. |
