a guerilla pick--look at phcm, i think besides b2b, next most important themes for this year are biotechs, and "anywhere-anytime" technology, my favorite safe play on biotech is bbh-basket of 20 leaders, less risk, less reward, but steady winner, good one to slide profits on speculative plays into, my homerun pick tonight is phcm-very volatile, already corrected on some competion from microsoft, and probably some stock coming out of lockup, but i think they are in the right place at the right time, this article convinced me they might be another qualcom, pcworld.com
also bought a small amount of aeth at 57, with minumum target of $100 short term, but wireless is going to continue to be red hot, have no doubt that idc will hit $100 this month, good trading stock due to volatility, good entry now appears to be in mid 50's, but these are really going to rock this month-but not for lol-little ol'ladies |
