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I follow and buy most everything foreign or domestic... I just have to like the company and have a "rational" basis/strategy for owning them ... GARP, P/B, PSR whatever. Sectors that draw a lot of attention for me now are REITs, banks & brokers, data storage, communications, semiconductors, and metals. My big holdings are Adaptec, Intel, HSBC Holdings and MCI. Names that I'm watching (I'll only disclose large-cap) ... adding to QNTM, SEG, and CS (I'd do WDC but only around $10 and I'm not holding my breath), starting positions in Lockheed Martin and Applied Materials. |
