Wednesday, November 22, 2006


Sector Spotlight: Networkers

The day is dragging on v e r y s l o w l y, unless you are knee deep in the Networkers. On the back BRCD's terrific quarter, most Networkers are on fire.

Additionally, there is ample strength in the Homebuilders, Semiconductors and Chemical stocks too. However, once again, my SNDK position is fucking stabbing me in the heart-- down while everything else is green.

If you are long SNDK, you really have to think end game and ignore day to day fluctuations. SNDK is a juggernaut. So far, the bears in the stock just don't know it yet. Stay tuned.

Aside from that, I feel the market will s l o w l y drift higher today. Believe me, the sellers are not going to get in the way of black Friday. Fuckers.

NOTE: SMDI goes to $10.

The following Networkers have mojo:

FTGX +25%
LNOP +11.2%
BRCD +8.7%
RVBD +6.7%
JDSU +5.9%
MRVC +5.2%
AVNX +4%
CIEN +3.9%
DIVX +2.9%

Nice buy you made a few days ago with NDAQ - Looking good today.
Post a Comment

Links to this post:

Create a Link

<< Home

This page is powered by Blogger. Isn't yours?

 Subscribe in a reader

DISCLAIMER: This is a personal web site, reflecting the opinions of its author. It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities.