STOPped out of CTSH, PWR and UCTT
Ok, we are out of some stocks.
I will be buying
* NOV - I have enjoyed this company for a while and hesitated about bulking up our oil sector commitment. But I can't resist.
* ZNH - This is more commitment to plane infrastructure.
* MICC - Like doubling down on AMCC, another infrastructure play.
I will be buying
* NOV - I have enjoyed this company for a while and hesitated about bulking up our oil sector commitment. But I can't resist.
* ZNH - This is more commitment to plane infrastructure.
* MICC - Like doubling down on AMCC, another infrastructure play.
posted by Andrew at
8:20 PM
2 Comments:
I am contemplating jumping into the market as well, but was holding off until some comments came out one way or the other by Fed this Friday. While some hints of rate cut might send market into a frenzy, I would play safe and stand out until the dust settles a bit.
I sold my MDR, DO today -- thanks to you for recommending them. I would jump back in on NOV, MDR and DO soon. Will follow your picks religiously ;)
Thanks!
I think th emarket will pick up this week for reasons I'll post having to do with the earnings cycle.
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