Yikes!!! Has it been 6 years??? Maaannn... Seems like a long time but feels like yesterday. Good to hear from you bud. We are kind of seasoned by now :))) I hybernated thru the bear market (acted just like a bear :)). I predicted the bear only a year early :))). Missed the last blowout when types of YHOO was flying 25 points a day. I was invested, but only in oil related issues. They kept me floating. I smell a fundamental turn in the markets. Bear trap? I have hunch, not. AT probably disagree. Anyway, I hold a few semi-equipment stocks at the moment, such as KLIC, ACLS, ASMI, SPIL. Last one is the riskiest I think. Others, I feel safe. I also play a few small caps, such as STEC (overextended by now but trend is intact), PVAT (good defense play, nice chart) and still have PKD (when will this one pay??? - oil drilling issue active in middle asia).
I also watch the gold run, not dipped even a pinkie in it yet. A few recent breakouts I watch carefully are VWKS, STKL, SSFT, BRLI - all small caps. Also watching telecom for their wake up whenever that will be, but I want to be one of the first buyers.
Any ideas?
Rudy. |
