Scott,
HWP should take a jump in the morning. It's down 3+ pts. on Friday, so much for the believers. It really should have good earnings this quarter.
I personally like the circuit board makers. JBIL, DIIG, FLEXF and such. JBIL is drifting down, but soon due to report. May be a good play. There was some talk about its revenues in a Barrons piece last week, hard for me to believe, since they are going great guns.
DIIG is a multiholding company, it sells its products to some of the best names in the business, all of which have reported great earnings this past quarter. IBM, LU, MOT, HWP, 3COM, etc. Its going to split on Sept. 3rd. I own DIIG and may get into JBIL for the report again.
FLEXF is new to me. On my watch list so far. I like to see positive dollars, not negative. So I am watching it.
If you believe in the computer makers, then you have to believe in the companies that supply them with products. And they are going full speed ahead. That's how I know the box makers are doing well, by watching their supplier's reports. |
