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PeakTrader.com Economics, Portfolio Optimization, and Technical Analysis
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arthur Guest
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Posted: Wed Dec 08, 2004 6:40 pm Post subject: Long-term holds: Buys KO PPH INTC DROOY CDE Sells TLT |
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Long-term holds: Top Buys KO PPH INTC DROOY CDE Top Sells TLT
KO a consumer cyclical may outperform the market over the next few years. PPH is a safe way to play the beaten down pharma index, which should outperform the general market long-term. INTC has matured, but is relatively undervalued compared to techs overall. Gold and silver are in a long-term bull market. DROOY (gold) will work its way out of its foreign exchange rate problems (i.e. strong South African Rand). CDE is a higher quality silver stock about to report positive earnings. TLT reflects low bond yields, which should rise over the next year, sending TLT lower. |
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