Bob, I think you can always make more money with a put list of vulnerable stocks than you can with an index. However, I would prefer more than 2 or 3 stocks on the list. And, as always, I would buy puts, not sell short. With that in mind, here are my favorites for a downturn:
Novellus, Atmel, and Micron Tech (still way overpriced). But I also dislike about a dozen others, including Mirage Hotels, Presstek, Western Digital, TXN, Hewlett, Gateway, and, if you have the guts of a cat burglar, Intel and Amat. MB |
