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 : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (12390)	8/4/1998 5:49:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 18691

Roger, I'm not a gold bug, but in times of political and market uncertainty gold stocks tend to do well. I see quite a few those kinds of stocks up today. There are actually a lot of small/micro cap stocks that trade significantly below book value and have actual earnings. Personally I plan on jumping more into energy related stocks over the next few months. No hurry to get into anything at this point though. (I'll wait until the recent market carnage subsides). I'm also playing some of the 'cheap' electronic games industry stocks, like MWY, THQI, etc., that should do well unless the country actually slips into a significant recession. I'm wondering what it will take to kill momentum investing these days and return to a more value-oriented approach.