I still can't bring myself to buy gold stock just yet. I may be wrong but I think they will be cheaper later this year.
I recently took some profits in my initial long term holdings in the patch, UTI, FLC, and CAM but have held onto 50% of the stock I own in all of these. Of course they are all higher today then when I sold.
I have moved some of the money into other areas of the patch, PETD, KEG, XTO and have traded out of the VPI I bought recently, again-another stock higher today then when I sold. I agree with Slider that THX does look very attractive.
Why am I writing this? Just to point out to anyone interested that now may not be the time to sell, like jim p just pointed out, and that with the strength the patch has been showing lately I am going to wait for the tide to turn before I make any more sell decisions. Of course if there is negative news in an individual issue that is worthy of bailing...I reserve the right to do so <vbg>.
I think SFS, VPI, KEG, XTO and PETD all look like decent value plays at this stage. MDR is probably a great value play if your time horizon is very long term but short term the negative sentiment will probably keep this one dead money. FLC is another one that probably rates the value category. VRC rates an attractive rating in my book, too. PKD and GW may end up being the turnaround plays of the year, especially if you bought the 1st of the year!
GW siliconinvestor.com
PKD siliconinvestor.com
For those who wish to 'minimize risk', I very strongly suggest buying XOM. A few years from now you'll be glad you bought at this level, IMO.
Just a few thoughts......and my opinion....do your own research!!!
Later,
Michael
PS, I emailed SI to have them correct the error on the bottom of the screen and change "OSX" to "OSX.X". Maybe we can get the OSX qoutes back..."like the old days". |
