Tom,
several stocks reach my buy points intraday - but I am not in any hurry. correction has further way to go. in fact, if I bought puts on all these even this morning, would have made good money today.
Dangerous to go long even for our investment portfolio.
Your comments both technical and fundamentals are most welcome, and if you could e-mail me, since this thread is not for the long term plays.
TLAB - telecom equip supplier. I peg fair value 33-36. caveat : it is making lower high in past several weeks. support seen at 32-33, next 28-30. fine growth company though. week of apr 9 earnings.
Looking at ANDW & ANAD - all wireless equip cannot go without ANDW's products, and all CDMA handset cannot go without ANAD's chips.
LU & NOK.A, want to see LU sub 50. NOK.A - have no clue why it dropped 3 pt today. QCOM - if it ever goes down to 52 or below.
INTC if we see 125 again. MSFT! if MSFT could see low 80's, I am a buyer. They will own internet commerce in the future, mho.
UTEK - Judy likes this one too. semi-equip area w/ reasonable p/e and stable revenues. small cap. 20 or below.
NVLS at 63 or below.
JNJ & TRV. JNJ is a no brainer if we can get it below 50. TRV has been a steady 50% grower last 2 years - one of the best managed insurance/brokerage company (they own some aetna, and smith barney, plus traveler group itself)
regards,
nancy |
