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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32002)9/16/2008 2:16:54 AM
From: Spekulatius  Read Replies (1) of 78741
 
ORCL - not a bad idea to purchase tech stocks. ORCL is indeed a stable although i do prefer MSFT at this point. I am looking at TSM (Taiwan Semi) but it won't come down enough to warrant a purchase (or is this probably telling me something?).

Today i bought BHI (drilling tools) and BWP (pipeline MLP discussed here before) some WMB (yet again, pipeline and NG). Purchases are probably to energy related at this point, I am trying for some industrial names tomorrow.

Aerospace stocks are holding up better than most, thanks to free falling oil prices? Might be where the next bull market is hiding or at least a decent bounce.
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