Monday, October 16, 2006
Sector Spotlight: Networkers
The market goes up everyday, with little variation. Once again, I really like the action in the Networkers and feel many of them will report kick ass 3rd quarter earnings.
After such big run ups in many big cap Networkers, I am screening for micro->small cap stocks that may jump on the momentum bandwagon. So far, my list includes: FNSR, LNOP, BKHM, AFOP, TXCC, LTRX, ONT, MSPD, TERN, TUTS, MRVC and AMCC.
As for the general market action, the only weakness is the banks, led by WB's weaker than expected earnings. Aside from that, gains are abundant in Steel, Homebuilder and Networker stocks.
The following Networkers have mojo:
Also, can you do a seasonality report on POOL and ADCT. I think it has a tendency to rise over the Q4. Thanks
Links to this post: