Stocks Making A Nice Move
Not a bad start for the stock market in 2006. Tech, energy, and metals all leading the charge. Homebuilders look weak, glad I am out of Lennar (LEN). I am ready to commit more capital if the Dow can breakthrough 10,970 on heavy volume.
1 Comments:
jmcnich,
I am staying away from ATVI and ERTS. Take Two (TTWO) just had a horrible qtr. The group is untouchable in my opinion.
In regards to Sony (SNE) I would not buy the stock either. I know Microsoft and Sony lose money selling the actual systems. The money comes from the software, and that won't kick in for at least another year.
Your best Xbox 360/PS3 plays would be ATI (ATYT), Marvell Technology (MRVL), Gamestop (GME), and Best Buy (BBY).
I own Marvell Tech (MRVL).
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