Are ripping with the belief Goldman will crush earnings tomorrow, which they will with ease. BAC and STI remain the best bank longs and I love the action in PRU and HIG. I will sell my LNC here shortly for a 4% gain.
Shippers remain weak but I will hold them regardless.
Tech still has some hot spots, particularly in the software arena. Names like ORCL, SYMC, MSFT, and specs like SFSF all have 20% upside potential (symc may have 30) given the market doesn't take. These are still discount and cheap based on historic valuations
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