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Strategies & Market Trends : Option GEMS - Hot Options in Booming Companies...

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To: Jenna who wrote (16)7/26/1997 5:27:00 PM
From: Nancy   of 396
 
jenna,

low beta stocks : put TRV on watch list for next earnings play. Also IBM, HWP, EMC.

also drugs will be stagnant for a while due to PFE's weakness.
however, feel MRK & WLA would be good again next earnings.

Energy, they are entering a consolidation phrase before next earnings rolling around. They did that in the last 8 quarters. DO, GLM, CDG, HAL & SLB are my favorite in that order. NE could be a turnaround story.

I like CAT & DD too - these are low beta, but with 3-4 pt swing in a 1 to 2 weeks period - companies in heavy machinery and basic industry are gaining favor in last couple months.
Add IP & STO to this group (paper & forest products)
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