BEBE - can't lose at this price. Get it on sale while you can. PE of 20 and such impressive growth. Has hardly even begun moving into international markets yet. This is the season to load up on undervalued specialty retailers like BEBE and ANF (also IBI I like). Watch BEBE double from here by April which has been the historical peak for these stocks.
SCH surprisingly cheap here. BMY, JNJ, PFE, MRK all at bottoms. Drug stocks safe and reliable for rebounds. Ditto phone stocks.
Like ESHR here, CORL for upcoming Linux conf, DD stocks holding nicely good omen, XRX, IMRS, UIS all no-brainers here in my opinion.
Good to see you all buying today. That's smart money. I'm loading up with little fear. Once this wave of bearish warnings washes through we'll be ready to climb again. Maybe as early as this afternoon. Heh heh.
I repeat the fact that the first two trading sessions last year were DOWN (I remember being surprised) but then the markets consolidated and steadily took off for two months or so. Can't predict the same will happen but this economy is great, a Fed hike is being priced in now (especially in cheap bank stocks), earnings should be excellent, Xmas sales were huge, unemployment lowest in 25 years, global recovery excellent. etc. |
