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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:
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To: Return to Sender who wrote (948)5/29/2012 9:32:59 AM
From: The Ox  Read Replies (1) of 8288
 
Thanks for the input, RtS. Yes, I am more the day trader these days . However, I am very bullish longer term on the networking sector. I think that long term rising demand is being discounted by the short term views of these stocks. There is little doubt that if the market goes into a downward spiral, most of these companies will be available at lower prices.

Maybe I'm being foolish but I don't expect the US market to tank this summer like it has the past 5 years. With that as my backdrop, I am taking a bit of a contrary stance. When it comes to the network sector, I am doing my best to envision where these stocks are going to be, fundamentals wise, in 12-18 moths and how their current stock prices will look in hindsight.

I agree with most of your post but I see it based on a view that we are going to go through a serious market decline. With that backdrop, I agree to look for much lower prices before buying. I see companies like ARUN being hammered at the moment and thing that a year from now the current price will look very cheap. It's wise to wait, or at least leg into it slowly during this decline. No reason to throw caution to the wind. I think you wait for the trend change before you load up but I think nibbling is something to consider while stocks are weak.....
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