The Barrons list is mark on, thanks for posting. This is a once in a generation value opportunity here IMO. We've seen FIVE straight days with the put call over 1.00, including an incredible 1.36 on the 18th. VIX has run 17 days straight over 35, the last time that happened was after the 87 crash. Nova/Ursa is at .20, so the spec crowd is heavily short, a record.
I've been accumulating nine of those names (AMCC, CIEN, ELNK, KEYN, NVDA, SEBL, SUNW, SCMR, TIBX) and see a few more I'm quickly investigating. There are a number of great names not mentioned (NMTC, IBIS, SONS, LBRT, CRUS, SYNA, OPMR, OPWV: ridiculous at half of cash). As another filter towards weaning out the great technology note this "Rule the World" list (compiled in better times, but still valid).
rtwreport.com
And the 2002 Red Herring list:
redherring.com
The companies on the 2001 RH, even those dropped for 2002 aren't exactly chopped liver:
redherring.com |
