Chris, My current put favorites are: MU, INTC, RMBS, (see a pattern here? <G>), Dell at $40 if it can get there, Capital One, Mexico Fund, Templeton Emerging Markets, American Home Products. I am warming up to but not biting yet at Gateway, Broadcom, EMC (they did lose their biggest customer, as I predicted. I just had the name wrong. <g>), AT Home and Chaste.
Motorola has had the Mojo on me for years and other than a hugely successful multi-year paired trade (long Intel, short Mot), I have not been successful playing it. I hate the stock price, but I don't like to pick a bar fight with a guy who has knocked me out 7 times in the past. <g>
I don't use dividend capture in my current portfolios. The partnership is not a corporation, and the game is only for corporations. Besides, the govt. changed the rules in 1984, making it a much less profitable strategy. We used to have a 15 day holding period to capture the dividend. It is now 45%. Not my style to sit in income stocks that long for no reason. |
