Dave,
sorry for my sloppiness, but currently very short on time. Will look at the TA You requested but towards end of the week. INVX is better positioned because it got a leg in medical instruments. BAY will be a winner from globalization tendencies.
IMO this is NO real bear market. This is March again, but less dangerous since it is ONLY EMOTION. In March it had substance because the Fed did NEVER increase rates only once in a year. Now everybody is convinced that they would not tighten. Just sentiment is broken. Could come in any time.
My TIP: Look for smallcaps and S&P 500 value plays: PCTH, ANDW, ASND, BDMI, BIOI, CTU, DTM, HLIT, IDTI, IKOS, ITN, NANO, PLAB, RDRT, SCOP, USS are the stocks I would increase position rifght now if I had more free cash.
best wishes
CROSSY |
