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Non-Tech : S&P Midcap 400 Portfolio (^MID, MDY)
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To: Londo who started this subject11/16/2001 4:28:50 AM
From: Londo   of 181
 
Hmm.. markets are weird, but lets jump in with a few toes, and just maybe get our feet a touch wet with some technology.

You know what they say: The best way to lose money on cyclicals is to buy them with their P/E's are the lowest. Lets try to pick a few stocks when the Nasdaq regresses 5-10% or so and scares off everybody:

Sandisk (SNDK) is in the very cyclical flash memory market, and their earning projections are horrible. Which means it's a good time to buy this one.

Cabot Micro (CCMP) makes semiconductor equipment, specifically polishing equipment and compounds. Interesting company, and more importantly, the insiders haven't dumped even when the stock is still at $70/share. Amazing.

DSP Group (DSPG) makes DSP's. (no duh!). But guess what, we're not buying them. In fact, I'd short them at 24 bucks. But we won't make that an 'offical' order.

Sepracor (SEPR) is going to be a world-class pharmaceutcals firm. They just recently pulled off a wonderful secondary offering that screwed the underwriting firm, and suffice to say, the stock will be under some pressure for the next few days to come as they continue to experience some short pressure. My best guess is that we'll see them at $38 again, so lets put in a limit order for $40 flat, and see if they'll dip another 10% while the Nasdaq corrects.

Buy 90 shares of SNDK @ 10.50.
Buy 15 shares of CCMP @ 62.00.
Buy 25 shares of SEPR @ 40.00.
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