OVERSOLD rally, hold for GROWTH RECOVERY RALLY. NTAP is still a better GROWTH pick than BEAS, but your post points out one important fact "IMPROVED VISIBILITY" of the "still expects" to earn 40 cents to 41 cents. More and more companies are starting to GUIDE with IMPROVED outlook going forward. We will see more and more of this, and that is the key focus, even when earnings report bad earnings for the next quarter, it is the FORWARD GUIDANCE that will count the most. As this economy recovers we will see earlybird investing, as buyers come back, each rally will exceed each subsequent rally sell off, as we see the market work its way back up to 52 week highs over the next year or so for each "solid" company. That is why there will be a MARKET RECOVERY 6 to 9 months ahead of the economic recovery from this 2nd Greenspan recession, even if and when OIL gets higher this summer, it will decrease after that, in the fall, and this will be "the" recovery's birth.
I am,
Truly your$,
-Crystal Ball |
