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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BDR who wrote (38803)2/1/2001 3:21:28 PM
From: mtnlady  Read Replies (3) of 54805
 
Can I pick me 'doubles' candidates some time in Feb? I think we are going to see some really 'nice' (nice if your buying that is..) prices for some of our fav's. For me that's SEBL (50's) and NTAP (mid 30's low 40's), CREE, CSCO and NT in the mid to high 20's will be nice bargains as well. JDSU in the mid-low 40's would be more than a little interesting. When folks realize a recession is 'here' prices are going to come down and come down fast on anything carrying a high PE. This will be the fastest 'recession' on record though (my opinion).. 'fast' as far as the stock market is concerned that is.
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