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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: sparky who wrote (15596)	1/17/2003 10:52:17 AM
From: Bruce A. Brotnov	Read Replies (2) \| Respond to of 16631

I cut 1/2 RFMD yesterday and looking for a buy back point, but it needs to hold 6.80 first or we could see it pull back to 6 area. For now I am just holding it as the semis are still seeing money rotating out of them based on weak forecasts for 2003 but Intel, etc. I prefer medical related stocks at this time over the semis as a buffer to the war fears, etc. If and when a war starts the initial reaction is a big sell off and then if it is not a disaster for us the buying comes back in. Industrial production tends to pick up during time of war as well, but the initial fears and reaction will take about everything down but the defense stocks. EASI tends to do well during war time as does CAI and a number of others. I also like a little gold while our economy is weak but right now waiting for HMY to report before getting back in. (thoughts on RFMD and more) Bruce