Timing is everything..remember when I told you all about MSPG, AMZN earnings report being the trigger for the internet sector. Actually I missed EBAY but that added to the attraction. The timing was good only because of the 50% correction we had before. I also mentioned that you should resurrect the report I made on the internets and now that they corrected look upon those as the leaders. We are not done either, I expect ELNK and NSOL to bring the sector back up again in early February for another run, possibly right after a min-correction the last day or two of this month and maybe into the very beginning of next month. For subscribers you had ASDV,ACTN,BVSN,NTBK,USWB,PVSW, SEBL, MYSW,GNET,GCTI,ITN,CEFT,SCUR,AWRE,MMCN, CLFY, MTMS, SCOC,and MSPG to sink you teeth into (a good part of the entire January plays) a full 7-10 days before anyone on SI. There were also good days with RFMD, CMNT, VSIO, VRTS and a host of others.
Also from now on we have about half as many earnings plays and half as many watch lists contenders, that is because it is easier to find your way among 20-30 picks a month than 40-50 picks a day. I will occasionally introduce a new earnings play in the watch list that might have been dropped from the newsletter. |
