Tim,
Nat. gas: pque, eog, epg, hwl, and kp; if you buy put in tight stops, this is normally the time of the year energy stocks regroup til the summer. However, some think this year will be different, specifically for the nat gas, because of CA.
Retail: chic (around $20), ANF [in low 20's], KM, RAD [i don't like but its cheap], JCP and maybe JWN.
MTSN equipment maker. Also watch some newbies: XXIA, MCDTA and MRVL.
Also in financials/brokers LEH....they usually make a big move after the third fed cut. Also MWD but I think LEH is better although I own both.
IMNX: as low as possible. The stock is heavily damaged and should sit for months. Also watch UTHR...a lot of insider buying at current levels.
Make sure you do your own DD. Let me know if you find something wrong with any of them. Thanks.
ted
EDIT. Meant to send this in a PM..screwed up. |
