George, careful with WFR, I like it but real long term, I think it might be in the dog house until later this year. You got to specify "like for what", a bounce a dead cat bounce or long term prospects.
For the later category I like CS and COMS and CPQ in the cheapies and CSCO, ASND, DELL, GTW in the "richly priced" that may become even more richly priced. I of course still like MRK but it is not beaten down and I think it has 145 or so written all over it (time to buy back my covered calls next week <VBG>).
Other long termer (but would wait for another 10% or so decline in the next week or two) are CYMI, VECO (could drop to high teens, IMHO), AMAT, NVLX and DPMI. MASK is a great value, but I do not know when the market will recognize it. Another beaten down stock I start to like at the current prices is ADPT (under 13, I think this is a jewel).
In the real cheapies that have an outside shot at being multi baggers, I like IMPX and possibly GATE.
Another beaten down stock in which I just took a minor position and plan to increase is MS.
Zeev |
