Thomas,
In general I don't like anything to do with aircraft due to the high expenses, low margins, multiple "random/risky" external cost factors, and availability of alternative modes of transportation. As such, I would put core positions in higher margin technology stocks, so long as you have a cast iron stomach, and can afford (hopefully temporary) %50+ drops.
Right now, I feel my big tech winners are a bit bloated for use with my short term fun cash earned by selling margined COMS and CSCO.
(I bought alot when they were getting killed)
Having said that, I'd be willing to play ATLS relatively short term for 3-4 point pops with this small bonus "fun" position.
I'm also considering the same strategy with WDC and maybe even ATCT (woof!).
If any of these three stocks drop significantly without fundamentals dropping too, I'll be there loading up the truck for a few point pop. |
