Peter.... as you, I've every expectation that the position I have with VLSI will be good for me.
ERP: Leaders - SAP, Oracle, Peoplesoft, JD Edwards, BAAN, etc. A good article on 'best of breed'.... artemispm.com . Problem with the sector is that it's overpriced..... Violates my rule of buying options in companies that have been beaten down for no very good reason.
Oil drillers: Beaten down. Yes, but in my opinion, for a good reason. The world is awash in oil. Record low prices. Little Iraqi oil is reaching market. OPEC is ineffective. and more. Will it change? Yes - later in my opinion than sooner unless the world blows up.... Might be a good VERY long term play. What do you think?
In the last year, the options focus has been mostly in the technology sector (TXN, CPQ, INTC, VLSI). Only reason I don't have options on PZZA and RCOT is that LEAPS aren't offered. (I'm long on both).
Actually, given the strength of the stock market overall, I've pulled in my horns a lot (except for VLSI). |
