Sonki, On and Off Topic,
I own INTC, AMAT, MDT (Medtronic, medical devices, I mentioned this one to Frank. You may want to check this one. Many new products coming out, leading pacemaker, stents, stock split in a few days etc.), MSFT, CSCO at this time. Had rmbs, dell, coms, avir. Also I've done well with some of Fidelity's Select Funds. Their Select Electronics, Energy Services, Defense and Aerospace are winners right now and have really helped my portfolio this year.
I really like the logic behind these select funds. Just buy an industry that is moving, no commissions beyond the initial 3% load which is kind of steep but you pay only once and then can switch as much as you want. In an IRA it works well but you must hold for at least 29 days or there is a .75% penalty.
OFF TOPIC: Just as we were hearing about Mother Teresa a tragedy occured in our small town. Three of our high school soccer players were driving home from practice and were in a head on collision. One boy (a senior) was killed, the others are in critical condition. We know the family of the boy who lost his life. His dad is a soccer coach in town. This is going to be difficult for my son, he just entered high school this year and he knows the boy's younger sister.
All we can do is pray for the families and know that God has three more angels in heaven this week.
Peace and Good Health,
Dennis |
