Tech values - having lost in retail I'm back to techs.
And of course value. My personality forbids me buying any stock that's up more than 200% this year as many of the favorites on this thread are. Therefore, in the field of fibre-optics I like LU (especially on any dip from here), in the heavens a very cheap LOR (only 3 bill market cap now), ATHM at new recent bottom, UIS below 29 certainly, IBM, WCOM, T, CPQ on any dips. ESHR I sold at 25 and bought back cheap at 14 (if only they were all like that). FATB, CORL, BSX all cheap here and going places. CPWR also very cheap. PSFT under 20 great. CMGI, AOL and ELNK on any dips. So I enter the new week hoping for a few dips in these favorites which are already good buys. Yes American Spirit is back, raped by retail but surviving to fight this new day.
Sincere apologies to anyone who lost money on Bebe or Anf by taking my advice, though when I first recommended them they did spurt up for a few days. Only I like many others decided to hold. Oh well. They're very cheap now for anyone who's interested but I can't even go there. Ouch.
The names above I feel provide safety as well as probable modest gains at least near term. Most of them quite oversold and in exciting sectors inter-related to the hottest ones. Drug stocks are also compelling buys here though I'll probably wait on them. This may be the bottom but I'd rather play these type tech values for now. |
