SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Duncan Baird who started this subject6/30/2000 11:50:57 AM
From: EricRR  Read Replies (1) of 1572646
 
LOL! talk about a shameless plug!

Jerry Castellini, CastleArk Management

The Fed has done a great job slowing the economy - compared with the Feds of the past, this one has done the best

This allows investors to move in and out of sectors without "violence"

Industrials should see the end of their bear market soon, while the end of the bear market for Financials is about 9 months away

Energy is the best sector right now; the sector should see earnings 100-150% increases year over previous quarters

Also, these stocks are cheap right now, so it's a good time to buy

It's too early to buy financials, but it's also too late to sell them

Picks:

ENE - See energy discussion above

AMD - This company is just like the energy companies in that it will have big earnings accelerations

Also, it's getting into the IC market, and it will retain this strong market for a long time



netcognizance.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext