Hi Judy,
Just got back from D.C., I could've spent days at those wonderful Smithsonians.
Call it a silly hunch, but I would avoid VIAS for the time being.
DDIM, KEA, and little MIFGY are my holdings here. A dash of CA as well.
We are on the same wavelength with price targets on networkers. I see no reason for COMS and CS to make new lows. Would be way too cheap. CSCO and ASND in due time. I was thinking the same of short-term puts to buy leaps. One of my favorite plays. I stopped out of BAY just under 20 and picked up some in the 18's. When the sector turns around, it should follow in sympathy.
Yes, GIC is a great company, and soon to be three. It was my second largest position(I posted on GIC thread long ago) at 20 and now is my third. Has held up well in a shakey market. Quite possibly another longer-term no-brainer. Is this the phrase of the week or what?
On WSTL, your thoughts, please. I posted some time ago that most of the "pigs" were avoiding it before it tanked, but now it seems the good fellows have taken a neutral stance. Even at this historically low valuation, is 5 times sales still cheap? What do like about this company and why do no institutions own this stock?
I've been eying GEMS but no position yet. It may tank a little further. What do you think? Paging usually heats up in the Summer.
Trading, investing, and enjoying life you say? Sounds good to me. Are they not synonymous? I'd love to chat with you on the subatomic level sometime, but it's past my bedtime.
Happy Trading/Investing,
Angel |
