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Steve, First, the caveat that I am not getting fully loaded until mid to late December. Right now I just have a few one third positions, marked by the asterisk*. But here is what I am looking to put big time in a few weeks: Hewlett-Packard*, Dell*, Intel*, Micron Tech, Cypress Semi, Adobe, IBM*, Freddie Mac, Citigroup, a bunch of networkers (I am currently doing the research to decide which will die first and fastest), Providian, Capital One, Morgan Stanley, Merrill, Mexico Fund*, Templeton Emerging Markets Fund, Merck, Homeless Depot and Brocade. My list expands nearly every day and I take some off as I add others, but that is my current thinking. |
