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%

Comments:
Nice buy you made a few days ago with NDAQ - Looking good today.
 
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