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PeakTrader.com Economics, Portfolio Optimization, and Technical Analysis
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arthur Guest
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Posted: Sun Oct 03, 2004 8:42 am Post subject: Mon: Buys INTC AMD AMCC MRK GG SMXMF Sells QQQ FDX OIH |
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Mon: Buys INTC AMD AMCC MRK GG SMXMF Sells QQQ FDX OIH
The semi stocks are severely undervalued compared to Nasdaq. Consequently, I believe, they'll rally big by the end of the year. So, I'd buy INTC AMD and AMCC on dips early next week. QQQ can be used to hedge semi stocks. MRK's problems may be less severe than reflected in its stock price. GG and SMXMF are gold stocks that can hedge OIH puts. FDX may become volatile. |
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