GD, The seller always knows more than the buyer.
My current put favorites:
Tech: Ciena, MU, GTW, TXN, AMAT, NVLS, Lucent, Tellabs and Microsoft (MSFT is for speculators only).
Airlines: The XAL index.
Financials: Chase, Citicorp, Merrill, Freddie Mac (a new one), Franklin Resources, T. Rowe Price, and, in my income account, I also have long Waddell and Reed/short Franklin Resources and TROW. But that paired trade is a special situation and not everyone's cup of tea. I used to work for W&R and I know they are much smarter investors than those other two firms.
Hotels: Hilton, Host Marriott (another new one. I also have a long Marriott Intl/short Host paired trade in my income account), Starwood (new position for a silly tax scam that I hope has reached the end of its tether).
Dope Dealers: The Pharmaceutical Index (DRG), Warner-Lambert, Pfizer (a new addition. Love the co, but the stock is out to lunch).
Games: Electronic Arts.
That list should take up plenty of time for research. <G>
MB |
