BEBE - hottest young female clothing line fast-expanding, high growth, lines at registers at every store I've seen, my girlfriend loves them and she's very cutting edge trendy. Going international, down from 40's to 29 in strong retail economy. Can move up very quickly.
PFE - down from 150 to 107, arguably the best major drug company, split coming up in one month. MRK also a good choice at 67.
COMS - vibrant recovery play, analysts set $80 price target for this year, down under 27, likely takeover or merger play, dozens of stories to read on this one. Very undervalued compared to Cisco.
BKS - just got hammered to hell, bad news on Ingram deal but looks oversold (along with BNBN). Pick the bottom. It must be near.
I might add though that there are many attractive bargains out there right now. One must be careful, but from a longer term perspective picking the sector leaders with strong earnings, expanding business and great potential one can certainly make an argument for a 50% price rise for these stocks or many others which have suffered lately. Right now it's pick the bottom time. Negativity is in the air related to interest hikes, etc, but both the economy and inflation news is positive, gas prices coming down. And gas price was really the only inflation trigger last quarter as it rose an unprecedented amount. The war also looks close to ending. That will deflate glas prices and help quell anxiety levels. The other problems has been the questioning of the nets values. They have been the leaders and have added to many stock prices. Now it's time to pick the winners for the next recovery which could come at any time. Or it's time to stay out and be careful. A tough decision. Again, bottom-picking time, and that's always a gamble. Comments? |
