All, Bert just released a nice memo with his thoughts on the current conditions. He also included a list of stocks on his watch list. Many are covered here, a couple are not. I don’t want to share his whole article (can’t recommend highly enough to pay for it as part of your investor and life education costs along with TMF Stock Advisor and/or Rule Breakers).
“I present the following list for subscribers. If you can, use this list as a guide to establish or add to positions. Try to stay calm and think long term. The sky is not falling. The economy hasn’t reversed. And IT companies are simply not cyclical.”
www.tickertarget.com for those interested.