Volitility will likely continue. This will continue to hammer low dividend high growth stocks. This is where the next sector rotation will likely take place as soon as the volatility stabilizes.
I will continue to own a core position of high dividend stocks and buy stock or more likely buy calls on under valued tech growth stocks like ADSK, AAPL, SNDK, CRM, ARMH, EMC, INTC, HPQ ORCL, IBM, SWKS. Many of these were also mentioned on Cramer's Mad Money yesterday as being undervalued as per the expected future growth. So keep your eyes open for the greatest option.
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Dude, The QCOM options have not worked out very well yet, although they dont expire until Oct. ADES has been very quiet, but tomorrow is their annual meeting. Hopefully they will have some good news to announce.
ReplyDeleteYa, I am out of QCOM. I think it is a little too complex for me to understand the dynamics of why this stock would rise or fall. The biggest question is why competitors like SWKS is outperforming and QCOM just has a dividend increase? My next move is to wait for a market downturn and start going long using calls on undervalued technology stocks.
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