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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12125)	2/24/2001 7:27:33 AM
From: Grommit	Read Replies (3) of 78471

Out of one sector, into another... Thank you very much to housing. I just sold the last of my housing stocks -- each and every one. It didn't matter which stock you owned, all of them did well. Patience was rewarded here. When all around us were making oodles in bubble stocks, housing was profitable and ignored. I've been posting here of housing for years. Thanks to those few who encouraged me. quote.yahoo.com .... And into what? We'll I've been buying semiconductor mfg and semi equipment lately. WSJ has an article 2-22 on "chip making equip orders slid in January". The aarticle says that times are bleak. The contrarians say the upturn will be soon and sharp. I hope so, but I can wait a couple of years. Nobody wants to own these companies. I cannot pick a bottom, but this is close enough for me. They just gotta turnaround by 2005? Here's a few links for y'all... quote.yahoo.com^SOXX+intc+txn+tsm+amat+brcm+stm+adi+umc+kyo+mu+altr+vtss+lsi+amd+atml+nsm+cy+cree+vsea+ter&d=0b I'm a happy owner of these fine semiconductor and other component companies: quote.yahoo.com And of these who do something with the semiconductors and parts: quote.yahoo.com And I am now trying to figure out which of these I should buy. I used to own ADI and TNL (and did fine) and always wanted to own TXN because they're #1 in analog. It's a fine company that would sit quite nicely in a portfolio for years. I'll probably pick up some TXN next week. quote.yahoo.com .... I missed the last bubble and I will certainly miss the next bubble, because I will sell too soon. But, as people say these days, "bring it on!". Grommit

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