May is over! Data anticipation awaits. Early bets and tough read here.
Stradegy: will follow up. Pharma, Telco and Energy might be sectors of interest. Revisiting retail in the next 2 quarters.
Retail. Good #'s sector showing some life today
....OSX making a run after sluggish start.....Tech some sort of a recovery at this point to stock specific at this point not much actiobable.
Wondering about the metals/golds if a major buying oppertunity here sensing too much fear but strggling to justify other side of the trade. Not impressed by gold action.
Pharma: showing some life today maybe month start bets. A long-term theme that might be failry valued and oversold enought to take the risk. Biotech is very mixed. but index net is negative. Healthcare underperforamnce being examined.
Resourses:
http://www.nytimes.com/packages/khtml/2006/04/02/business/20060402_SECTOR_GRAPHIC.html?adxnnl=1&adxnnlx=1147725071-Slhe5YiMo/fiDD3uxFl4cQ
http://insider.thomsonfn.com/tfn/stocks.asp?imodule=seasonality&ticker=wpp&ttype=A
http://news.morningstar.com/fundReturns/CategoryReturns.html
http://www.adrbny.com/adr_index_landing.jsp
http://biz.yahoo.com/p/fam/fidelity_group.html
http://www.digitimes.com/
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The positions and strategies discussed on MarketTakers are offered for entertainment purposes only and are in no way intended to serve as personal investing advice. Readers should not make any investment decision without first conducting their own thorough due diligence. Readers should assume the editor holds a position in any securities discussed, recommended or panned. While the information provided is obtained from sources believed to be reliable, its accuracy or completeness cannot be guaranteed, nor can this publication be, in any way, considered liable for the future investment performance of any securities or strategies discussed.
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Dear Readers
The positions and strategies discussed on MarketTakers are offered for entertainment purposes only and are in no way intended to serve as personal investing advice. Readers should not make any investment decision without first conducting their own thorough due diligence. Readers should assume the editor holds a position in any securities discussed, recommended or panned. While the information provided is obtained from sources believed to be reliable, its accuracy or completeness cannot be guaranteed, nor can this publication be, in any way, considered liable for the future investment performance of any securities or strategies discussed.
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