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Tue: Buys AMCC JBLU CBJ SQNM PPH AMAT Sells SPX VLO AHC

 
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arthur
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PostPosted: Mon Aug 15, 2005 3:02 pm    Post subject: Tue: Buys AMCC JBLU CBJ SQNM PPH AMAT Sells SPX VLO AHC Reply with quote
Tue: Top Buys AMCC JBLU CBJ SQNM PPH AMAT Top Sells SPX VLO AHC

AMCC is fundamentally undervalued. JBLU may rise on lower oil prices. CBJ is a relatively undervalued gold stock. SQNM has big upside potential. PPH is a long-term buy. AMAT reports earnings after the close Tue. SPX puts may be a buy near 1,240. VLO is a relatively overvalued oil stock. If AHC bounces (perhaps on the oil inventory report Wed) to about 129, then puts may be a buy.
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