Wednesday, November 29, 2006
Sector Spotlight: Wireless
Again, I like the action in the Energy sector and suggest adding to quality names, such as VLO, SU, CEO or SWN.
As for the Wireless sector:
It happens to be on fire today. Spearheaded by VIP (a position of mine), the Wireless sector, for the most part has been overlooked this year. Moreover, stocks like VIP, NIHD and IDCC have performed nothing less than stellar.
The following Wireless stocks have mojo:
NOTE: Foreign telco's are also looking very strong today. Perhaps it has something to do with the wheelbarrow dollar.
Solar is making me happy. Ethanol would be but ethanol traders seem to think margins don't matter, only oil, or Democrats. Makes no sense to me. Eventually you gotta have profits.
ok, i'll go do homework. but next summer corn is still $4/bushel, even if the demos bump up mandates, how will ethanol guys make big bucks?
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