Along with SDLI & BRCM. . .bought PHCM on breakout. . .oh. . .forgot to mention I bought NXTL early today. . .which has performed nicely on the impressive growth reported last night.
All in all. . . the large cap fliers have been doing quite well. . . while the small cap long shots. . .have mostly been a disappointment. . . that is why I haven't been talking about them much.
Looking over my list of super buys from the day of the big market dump. . . many of which we bought down near the lows. . . my notes show AMD=60, BBY=70, AETH=75!, PHCM=56, INSP=47, GLW=144, PLUG=55, LU=52, ETEK=137, SEBL=86, VERT=28
Incidently, the B2B sector has barely moved since that big drop. . . I show ICGE=39, ARBA=62, CMRC=65, AKAM=64, PPRO=24. . .which is just about where they are trading now. . . .another group to perform very poorly this time around include genome biotechs.
I believe that we discussed this happening.
Rande Is |
