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Technology Stocks : Semi Equipment Analysis
SOXX 292.04+2.4%4:00 PM EST

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To: Sam who wrote (49101)8/24/2010 10:31:01 AM
From: The Ox  Read Replies (1) of 95609
 
Excellent articles, Sam.

I think there are terrific returns available to those who choose wisely which stocks to own at this stage. PEs have shrunk and the future is being discounted at levels not seen since March of last year.

Many companies in the SOXM and the group are selling at single digit PEs, also quite a few are at 52 week (or lower) lows.

This is not a market to get crazy over but I do believe those who are willing to take some risk here will be rewarded next year.

jmo

TO

EDIT = fwiw I did some buying in my trading account this morning....
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