My Sept-2004 Buy List

Here are the stocks that are “on my radar” now. I haven’t been buying lately (only investing in stocks that I currently own — dollar costing, to be exact), but these look good and might be up for grabs soon.

Note, however, that September has been, historically, the worst month of all.

: (S&P Rating: 5 stars): This is a good stock, good long-term play.

: (S&P Rating: 4 stars): Chip stocks are down but because they’re cyclical they’ll bounce back. Applied Materials should do well. Good time to get in.

: (S&P Rating: 4 stars): Good stock; cheap.

: Stock that was recommended in BusinessWeek (see article); I think it has a lot of potential. I like their business plan.

: (S&P Rating: 5 stars): Recommended all over the place: good international player; safe bet; good long-term player. I’m looking to getting into it.

: (S&P Rating: 4 stars): Has always had good producs; seems cheap now.

: (S&P Rating: 4 stars): Cheap; it will recover.

: (S&P Rating: 5 stars): Just look at the stock chart for this market leader. Very cheap. Should do fine.

3 thoughts on “My Sept-2004 Buy List

  • Anonymous

    What about google?
    I lost several thousands of dollors because I used your picks instead of simply buying google. Now I can’t retired because of you.
    Thanks to Stats on Investing BLOGY

  • haha, nice try 🙂
    As far as google is concerned, to me that stock is overpriced. I would short it rather than buy it now.
    But google’s stock is going up like crazy, I don’t think it can keep going up like that.

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