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Pastimes : The Philosophical Porch

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To: Rarebird who wrote (15951)	2/3/2023 8:13:25 AM
From: Rarebird	Read Replies (1) of 26251

I was thrilled to see Megacap Tech take it on the chin yesterday after hours. What I saw yesterday was actually quite dangerous seeing money rotate out of cyclicals and value into Megacap Tech. Anyway, I did go long HCKT yesterday, a small cap info tech company selling at 13 times next year's earnings and off the radar. CCI a great way to play 5g with a 4% dividend. HDB looked very attractive after a 10% correction. BBP looked like a good way to profit from take overs in biotech . The charts all looked very constructive.

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