*All: This NAS is really scaring me, very, very strong right now. Have been taking a few gains here and there but nothing that remotely mirrors the rise in the NAS recently. Think I will stay patient and wait for the retreat to create some value.
Still some good plays out there, but nothing that is screaming "buy me, I have no downside".
BKS - Looks good but I still see downside. Not a lot but some, upside is a few points.
AWEB & ABTL: I think these two have major upside. Every local news piece I watch has a mention about these as well. They are revolutionizing their businesses. Have not had incredible runs into the rally though. Confusing.
NAVR - Hmmmmm. Does management have any clue?
SDTI - Great company, still a good value.
MLG - It will go eventually, almost no downside. Upside of 15-17 when it breaks.
AFCI - It will get taken out, but I have been saying that for about 3 months now. Still a great value.
PSQL - Not the trader it once was, but good solid value. Take out candidate as well, rumored price as 13-14. I think it will go.
DRIV - I still like it here. Maybe not until the next NAS down turn though, has not participated in recent run.
COMS - Good solid rally. FORE takeout will send money its way. Not a lot of downside, maybe 4-5 points. Still a great value.
Those are just a couple.
Tj |
