SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Dave Gore's Trades That Make Sense

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dave Gore who started this subject6/15/2002 6:30:46 PM
From: Dave Gore  Read Replies (5) of 16631
 
LIST OF BEST SECTORS AND STOCKS (so far)

C'mon - speak out, the more fundamentally undervalued stocks are given higher weighting, especially those that have given good guidance!

(SEE LIST BELOW --- I'll add to it here from time to time, post your picks. This is intended to be an ongoing process. I have not upgraded this yet. I want to get more picks in and see if there is consensus before taking some picks off or adding some on)

Would like to know any input you guys have on promising sectors or stocks going forward. PE's and PEG's are more important in this market and www.nasdaq.com is a good place to get these. We aren't foolish enough to think that stocks will go up just because the PE and PEG is compelling, but odds of success increase, especially over the intermediate term.

PS-- If there are any stinkers on the list or some news comes out that means we should take some off the list, tell us as long as it's solid info. We want winners, not stinkers!

Remember, some sectors like Drugs have a better record of meeting consensus than the more volatile tech sector, so that's a plus. Feel free to PM me or post your thoughts publicly to my attention on sectors or stocks we may be missing and WHY! (you should post "WHY", otherwise it's just a pick... try to be specific.

****

Some stocks are getting downright cheap. Which are the best? I am making a list.

1. Security (esp. those to benefit from increased gov. spending)
2. Drugs
3. Biotech
4. Mortgage related, financials stocks, housing on pullbacks?
5. Select tech (low PE's and PEGS) in the "right" niches
6. "Cheap" stocks that will benefit for a WEAK U.S. Dollar.
7. Gold and Silver
8. Gaming
9. Under $2.00 with real promise - convince us
10. Energy?

1. SYMC, KEA, ACN, CSC, VRNT. ORB
2. KG, ADVP, PPDI, PRX
3. MLNM, AMGN
4. WM, ANFI, FNF, MIMS
5. ESST, NVDA, BMC, BEAS
6.
7. HGMCY, GG
8. AKLM
9. CMPT, HQNT, XYBR
10. MIR
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext