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Non-Tech : Kirk's Market Thoughts
COHR 185.83+5.8%Dec 19 9:30 AM EST

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To: Kirk © who wrote (2344)11/25/2014 1:21:47 PM
From: Jerome  Read Replies (2) of 26806
 
Hi....good to hear that you back up your picks with your own money.

Fidelity did have a screen that showed if a fund manager owned the fund he was managing.

The new Fidelity trading platforms on Fidelity.com and Active Trader Pro are the best I have ever seen. Pulling up a quote on either platform will give multiple pieces of information related to the stock quote. It saves a lot of time in reviewing a stock.

The major problem with trading platforms is that they overwhelm to trader with data that can be interpreted as either a buy or a sell signal, depending on the input.

For myself I'm concentrating my portfolio on connectivity and the companies involved in such things.

Ericsons (ERIC).....best in class
Alcatel Lucent (ALU)....a good alternative to CSCO at a lower price
Nokia...(NOK)...back in the consumer products and the networking business
Juniper..(JNPR) another CSCO alternative
Sonus Networks (SONS) a networking solutions company
JDSU...networking solutions

All of these companies could easily move up $5.00 a share in price in the next year.

Finisar I do not currently own, but will wait until they report earnings to make a decision.

CISCO.....I do not own. The above listed companies are all working to get a piece of Cisco's customer base and this makes CSCO vulnerable in the growth category.

Have a good Thanksgiving
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