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Strategies & Market Trends : Guidance and Visibility

AAPL 278.79

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3:59 PM EST

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To: nokomis who wrote (61824)	7/23/2002 5:03:34 PM
From: Dave Gore	Read Replies (1) of 208838

Yes, ATVI had killer earnings but THQI is down in AH, even though they also had killer earnings. The defense and game stocks, along with solidly run REGIONAL banks (NOT money centers) like WM are 3 of my favorite sectors. If those sectors all go down, I think we've got some gret opps. No hurry yet. Also pharmas like KG, ADVP, and others are going to be great buy perhaps after the elections are over. You just don't buy drug stocks in political years, I guess.

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