Sox has been very strong, up around 50% from the oct lows..
The problem I have with the semis is the fact that sales are still sliding downward, 'cept for a few select communications/wireless semi manufacturers..Starting a new job today and will be tied up for the next couple of weeks, so I'll probably just lay low and see what happens..Good year so far, even up 12% YTD in my J Fund account..Did you see Hellen Hayes is leaving? (manager of the overseas fund and Worldwide fund) She did great way back when and was treated like a god because of it, yet she stunk the room up the last 3 years, underperforming her peers..But what the hey, she's 40 yo, Janus has made her very rich, guess I would leave too<g>...I'm looking for a cheap NG producer for a late Spring/Summer play...Me thinks NG is going to soar(further) this Summer due to record low storage levels..If we have a hot Summer, could see a very major spike, IMO...
Ed, are you out there? Whats your pick for a Summer NG play? |
