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Strategies & Market Trends : Calls and Puts for Income

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From: Jerome12/11/2013 11:52:52 AM
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End of year adjustments.............

I keep looking at stock picks that could work out over the next twelve months, some with covered call potential and some that would need some appreciation prior to being a a good write.

It all comes down to networking.The more stuff we connect to, and the more bandwidth we need for those devices, the better networking companies look.

It comes down to three companies of International scale.

1) Alcatel Lucent (ALU) @$4.58 a share

2) Nokia (NOK) @8.00 a share. NSM within Nokia refers to Nokia Siemens network. Its the most profitable part of NOKIA and will now grow larger because the distracting Winows phone is gone to MSFT.

3) Ericsson (ERIC) @ 11.82 a share.

Cisco is out of it on the international stage because many foreign countries do not trust them or Huawei due to governmental snooping.

I have owned ALU for over a year, and NOK almost two years... and today I'm adding some ERIC.

I have sold off some T to increase my holding in these three picks. Its always painful to give up a profitable, dividend paying stock for some new stuff, but thats the nature of the business. Sitting on a pat hand, patting myself on the back is not going to get me where want to be over the next year.

If you choose to parse these choices for technical reasons, have at it.
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