This of course depends on prices, my wish list with some OB includes, QLTI around $15, SSTI around $6, SNDK between $12/3. VECO in the $22/$24 range. NEWP around $14 if I can get it. Add to that the core (which I don't think will sink much, so take just a 5% to 10% from today's prices): AGM, SFD, POOL, IGT, SKX, CAH, WDFC. add to that few which I would like to add back in like COO at $38(????), MRK at $53. And few additional conservative picks on major retrenchments like: HOOK at $2 or so, SBSA at $9/$10, ECL at $40 or so, TTC at $48 and CWDC at $48. Oh, I'd like some FSTW between $2 and $2.5 as well (g). I would also jump back into the like of BPRX (just under $18), ELON, depending, maybe as low as $14 or lower, ADCT under $3. If they give me TARO at $28 and change, or IDPH at $50 and change, I'll take them under my wings as well (g).
I am not giving you traders here, most of these have good longer term prospects and are relatively "well priced", unlike the Q which are good companies, very volatile and not "well priced".
Zeev |
