DJ, Fantastic timing on CSCO and DELL.
I saw DELL come by the screen about 40 around noon, and just couldn't believe it. But, the chart is still parabolic! GTW broke its support at $44 and CPQ broke its support at $29, so it would seem that the market was not being selective. As at all crisis stages over the last couple of years, the one I'm watching real close is IBM.
I will now put SAP on my radar screen. In fact, I'm trying to reduce the radar screen down to 12 blips, 3 of which will be non-US equities. Still face some tough decisions, but I've going to stop trying to follow 70, as it is just too much. Right now I've got 15 on the list, but going to play with it over the weekend.
Berney |
