SI
SI
discoversearch

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 (32002)9/16/2008 2:16:54 AM
From: Spekulatius  Read Replies (1) | Respond to of 78714
 
ORCL - not a bad idea to purchase tech stocks. ORCL is indeed a stable although i do prefer MSFT at this point. I am looking at TSM (Taiwan Semi) but it won't come down enough to warrant a purchase (or is this probably telling me something?).

Today i bought BHI (drilling tools) and BWP (pipeline MLP discussed here before) some WMB (yet again, pipeline and NG). Purchases are probably to energy related at this point, I am trying for some industrial names tomorrow.

Aerospace stocks are holding up better than most, thanks to free falling oil prices? Might be where the next bull market is hiding or at least a decent bounce.



To: Paul Senior who wrote (32002)9/16/2008 10:50:41 AM
From: Jurgis Bekepuris  Respond to of 78714
 
IMHO ORCL is still a bit too expensive. In other market I may buy it, in this one I won't. It's probably not a bad buy though. :)