Interesting what held up today. Three potentials for me, Robert Half ,Mens Wearhouse, and JD Edwards held up and even advanced. Of mine, CPU, Mattel, WHX, Deswell, BHP, USEC all held up well. Especially surprising is CPU given the tech sell off. My hunch is we've got a bottom in that one and maybe SUIT and Robert Half. Manu housing down pretty severely today. Rotation to value on the horizon? I'm not sure anyone knows if the next bear will bring such a rotation, but if it does, I'm waiting. True to form, down 1.26% vs S&P down 2.69%. Hail Paul and Al!
Mike |
