Tony, I am watching (not yet buying) SCMR, ARBA, CMRC, EXTR, RBAK (latter two may be gaining some market share from CSCO); ECM's like JBL, FLEX, SLR (if they dip more); also TQNT on dips and any other companies who beat expectations and had a decent outlook going forward like ARTG, DTAS and ENTG, for example. Also stocks that recently had some momentum like PKTR (on big dips). Stock with low PE's and decent outlooks like KEM, CRUS, ELNT (if they dip big). Also perhaps ADCT (maybe) CPQ and NT (if they dip) for longer term holds?
Also DD-ing INAP, TRAC (very low one that could be real good or not - spoke to CFO and they announced publicly that they expect to have a profitable Q4), watching biotechs like IPCI (real speculative), AFFX on dips, MEDI (looks cheap but wonder why it is), GENXY (on news), and looking for others.
There are many others but ones like SCMR are so weak so you almost have to buy it intraday and scalp a point or two, imho. I would not want to be buying stocks that have been that weak as a core holding yet or even holding for a few days.
Just some thoughts - things change rapidly since so many stocks are intertwined. The big overriding factor for me is whether stocks get CHEAP ENOUGH for me to get interested. I will not chase. OF course watching real time charts, indexes like the BTK and SOX and TICK/TRIN, and all that good technical stuff.
Good luck all, gonna be a wild one. |
