| Large cap cyclicals look promising.
Intl emerging markets should have good returns.
Junk Bond funds may do well.
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Apple Computer Inc
Abgenix Inc
Adobe Systems
ADC Telecommunications
Adelphia Communications Corp. (A)
Altera Corp
Applied Materials
Applied Micro Circuits
Amgen Inc
Amazon.Com
Ariba Inc
At Home Corp. (A)
Atmel Corp
Bed Bath & Beyond
BEA Systems
Biogen Inc
Biomet, Inc
Brocade Comms Systems Inc
Broadcom Corp. (A)
Broadvision Inc
Concord Efs
Chiron Corp
Check Point Software Technologies, Ltd.
CIENA Corp
Comcast Corp Cl Aspcl Non-Vtg
CMGI Inc
Comverse Technology
CNET Networks Inc
Conexant Systems
3com Corp
Costco Wholesale Corp
Compuware Corp
Cisco Systems
Cintas Corp
Citrix Systems
Dell Computer Corp
EchoStar Communications Corp. (A)
eBay Inc
LM Ericsson Telephone Company ADR
Electronic Arts
Exodus Communications
Fiserv Inc
Flextronics International Ltd.
Genzyme Corp-Genl Div
Gemstar-Tv Guide Intl Inc
Human Genome Sciences
IDEC Pharmaceuticals Corp
Immunex Corp
Inktomi Corp
Intel Corp
Intuit Inc
i2 Technologies
JDS Uniphase Corp
Juniper Networks
KLA-Tencor Corp
Linear Technology Corp
L. |
| That does seem strange though with INTL because according to a 1-day
chart for todays activity, it started flat at 15 and didnt go to 15 1/4
until almost 10:50am. Then around 11:15am it hit 15 3/8 (High) and dropped
to 14 5/8 around 11:45am. From there on it just puttered around hitting
15 1/4 again a second time at around 2:30. This gathered from yahoo and
aproximations of times. If they charged you 15.5, I would tell them to
stick it. |
|
I think the general idea of emerging markets (or whatever you want to call em)
is a good one. Closed end funds are a reasonable idea, especially if theres one
in a country or area you like selling at a discount greater than its historical
discount. I like the idea of picking country funds, and becoming informed about
particular economies.. but Ive had a fair amount of Intl. Econ. to help make
sense of things. Id say be careful about Argentina at the moment... there appears
to be serious friction between the finance minister Cavallo and the president, and
strong adherence to Cavallos policies would seem necessary to keep the Argentine
economy doing OK... if theres enough friction and Cavallo is sacked (or leaves
because he doesnt like the way policy is headed), things could get bad for foreign
investors (i.e. devaluation from the current 1:1 ratio being maintained with the dollar). |
| Recent correction in Asian markets was healthy, expect sustained
rebound. Latin America off to a good start this year; Mexican bolsa
at all-time high. Opportunities in India look promising.
(Fidelity Emerging Markets, Acorn Intl). |
