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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (10674)	6/1/2000 8:39:00 PM
From: Archie Meeties	Read Replies (1) \| Respond to of 78478

Paul, Thanks for the note. I've stopped trying to draw attention to energy since it's had a nice run, but I'm glad you found something of merit in my suggestions. The other suggestions I laid out last year, SFY, T.BKP, PETD (I think Bash picked up some of this), and FGH are also moving. The e&p stocks I hold the most of now, however, are PRZ and PYR. Of the two, PRZ remains significantly undervalued at around 20. E still has room as well, as does T.BKP. I'm beginning to look for the next macro play to rotate into once energy has run its full course. But for now, energy is still un noticed the retail investor and there's no need to sell anything while the one year ng strip is setting records. My best candidates for a move up this summer is silver. The best candidates for another big macro move down are the financials and pc manufacturers. CPQ, DELL should both trade in the teens if fair value was realized. Most of tech is overvalued, but fighting the short squeeze game is one that is time consuming and tiring. Good Investing.