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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum

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To: Jenna who wrote (2218)1/18/2001 1:30:33 PM
From: Jenna  Read Replies (2) of 6445
 
IDTI was an earlier in the session call marketgems.com At this point it is also unclear if we are holding through earnings.I am already long IDTI and its in a longer term portfolio and I'm waiting for the Fed to cut rates and its a nice semi to hold onto.

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Message 15176220

We have called the earnings plays: NTIQ, MSFT, IDTI, FLEX,SUNW.. but to hold through earnings I still like NTIQ risk is weighed agains possible nice rewards. SUNW and MSFT a small option position can't really hurt. If MSFT and SUNW are downthe rest of the tech sector will be down so you might as well not hold any tech stocks over and we have been holding already the entire month.
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