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.
Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jenna who wrote (115827)10/31/2000 1:26:32 AM
From: Jenna  Read Replies (2) of 120523
 
Its 1:22 a.m. and sorry for the PM's I can't answer. I'm still basically in favor of shorting the tech sector and am of the opinion that if you can't short this market you can't make money. There are exceptions that are moving well, but these have already been cut down to size. We have incredible downside in the last few weeks after 'uncovering' these huge overvaluations. I think we have no bottoming yet until maybe 3,500 on the nas comp. This has been an incredible 2 weeks of shorting. As for November, I would follow the leading sector plays. We have had NTRS, IVGN, HIG, AVIR, companies not exactly in the traders limelight. There will be more ups and more downs.. and if you are doing the correct research and add a element of the 'impossible valuations' to your decisions and a touch of 'fundamental analysis' you can really do no wrong. Lots more to come ... as we continue to uncover more trading opportunities both to the upside and downside.

Still like some stocks in the financials: FNM has been very nice and so has NTRS. Maybe our earnings plays ESV, BHI and BJS have had enough for one day, but I still think SESI has some more to say for that sector. There are some really good short plays coming up in the biotech sector and MLNM,NPSP (after today's rise), SEPR look like just the tip of the iceberg. Look for a bounce back for AMGN, our short play from Friday, on Tuesday.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News