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Mon I: Buys SMH INTC AU KO XOMA BMY FCEL Sells SPX QQQQ TLT

 
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arthur
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PostPosted: Fri Dec 10, 2004 9:21 pm    Post subject: Mon I: Buys SMH INTC AU KO XOMA BMY FCEL Sells SPX QQQQ TLT Reply with quote
Mon I: Top Buys SMH INTC AU KO XOMA BMY FCEL Top Sells SPX QQQQ TLT

SMH and INTC are relatively undervalued compared to QQQQ (in part, because BBH and HHH are so high). Gold may become more volatile and AU is a volatile gold stock. KO may be an excellent long-term hold. XOMA has the potential to rally big (and may be better than IMGN at this point). BMY may be the best drug stock at its current price in PPH. FCEL reports earnings Mon after the close and fell sharply recently on an equity issue. SPX may pullback. TLT may be too high, since interest rates are too low.
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