Hi Dale,
Check message 13790 and your pm's.
Welcome back Jeff, and Happy New Year. As I mentioned in the above message, I had a similar experience--hands off being the best approach going into the new year. Going to be active going into the New Year though. I still have a good chunk of cash to play with. Methinks that while there may be a profit-taking dip, a lot of $$$ are going to stay in the market, with more people unwilling to stay with the unerperforming "dogs of the Dow." I bought my SGNT, WORK, and NSATF on dips, and will be doing the same with others.
I'm curious re. your WORK strategy Dale. My thinking is that with the spinoff coming up, Work will continue to "work" its way up--at least until the execution.
A couple of thoughts: NETP broke out of its 30-35 range. It's in the same area as ACRU and may have more to run on momentum. I made some $$$ off it after the first Briefing.com story, in and out of it a couple of times. Missed it on vacation.
I brought up NOIZ in 13790 too. It's a wireless testing outfit. Also EMC. The internet memory storage/info distribution co's like EMC, and NTAP are going to have more competition, but the streaming and broadband explosion is going to drive the need for orders of mag. more capacity. And there are some real attractive candidates mentioned here: PLUS, PVSW, AVNR...
What about AREM? It's already run a lot. But if it can do so well in the Y2K environment while competitors stagnate, shouldn't it do even better now the the scare is behind us?
So many opportunities. So many decisions...
Jim
|
