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Strategies & Market Trends : Joe Stocks Trader Talk -- Ignore unavailable to you. Want to Upgrade?


To: Joe Stocks who wrote (44)2/3/2002 9:55:37 PM
From: Frederick Langford  Read Replies (1) | Respond to of 787
 
The strength of the dollar is what has kept me cautious on gold as well.
I've been doing very well playing the Defense and Homeland security plays, OSIS, ALOG performed well last week. Actually they all did.
RTN was my best swing long in a while.
I'm bearish on the IT Comms such as PMCS. I don't see how their customers can recover quickly enough to give that that 5 to 15% they need. Using GAAP numbers PMCS lost $1.85 last quarter...

Fred