RealCommentary from TheStreet.com
Semi Stocks: The Black Sheep of the Market
Thursday January 29, 1:00 pm ET
Point here is we have NOT reached our targets in our chosen semiconductor stocks (nor AMZN yet) With the market up even there is less than spectacular moves from the semiconductor sector. Semis continue to hit the dust and CCMP and NVLS SNDK and QLGC are prime examples as my targets might even be surpassed to upside. So what is up? Earnings plays outperform the market (but when we call them for puts, they outperform in DOWNSIDE i.e. RDWR and hopefully now SINA and SOHU)
BAC upgraded with a target now to 95 (called this baby a good buy at the FBF merger announcement as luck would have it I had BOTH FBF and BAC when the merger was announced).. NTRS and many of our financial service companies are buy the dips, building sector is in a consolidation, IP and GCI (yes we follow nice solid blue chips also did well) but we'll catch the breakout or breakdown, so it goes back to earnings plays and once again its a STOCK SELECTOR's market, if you can't choose your stocks and are "in love" with semis or even biotechs, you are bound to come out a loser.
Two of our favorite sectors are still medical instruments and smaller pharmaceutical companies and they WAY outpeform the likes of QLGC, CYMI, OVTI, ELX SNDK (covered and closed all short/puts under 55 but they went even lower!!)all horrors now.
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