Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Tatnic who wrote (67657)	9/14/1999 12:57:00 PM
From: Knighty Tin	Read Replies (6) \| Respond to of 132070

CC, I hate most stuff, particularly Information technology and financials. I like some small medical and biotech stocks, but I'm not betting the ranch on them as I fear they will also get wacked in the coming downturn. Names include LGND, GZTC, GZTR, CEGE, MEDX, Vaso and DRMD. I like platinum and palladium, but my favorite stocks, Implats and Amplats, have gotten very overvalued. I like Stillwater Mining, but it is a smallish North American holding and much more of a speculation than the South African mines. I like gold and own ASA, but it is up about 15% in the last 6 weeks. I still like it, but I'm not adding here. I like American Wagering (BETM) as a spec in the gaming area. And one financial I like is my former employer, Waddell and Reed (WDR). They have a lot of their funds in more conservative mixes and they have few hot money investors, so they may prosper during a downturn. However, I only have 10% of my portfolio long and only part of that is domestic. ASA is not domestic, but I mention it anyway, as the best gold bargain.