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Politics : High Tolerance Plasticity
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To: Warpfactor who wrote (5351)6/20/2001 1:10:38 PM
From: hitsoft17  Read Replies (2) of 23153
 
I share the belief in an imminent market rally and expect it to be broad and last through September. I suggest C, KSS, MGG, TXN, AMAT, FLEX, BEAS, DELL, NBR, XTO, DNR, GLM. It is an odd mixture of consumer cyclicals, patch and tech but I believe it will work.

For smaller, high risk wild cards STN, ISLE, HWD, LRCX, VTSS, GLBL, CHK, BPUR.

I currently own all these in cautious quantities....

hitsoft17
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