Monday, December 20, 2004

For 2005 a basket of 5 contrary plays to buy. You have to buy all of them because some will be duds, but as a group, these should outperform the market. Pfizer $25 area (PFE) way over done; Time Warner $19 area (TWX) is this the year they finally spin off AOL?; El Paso $10 (EP) a natural gas company with financial problems; Rite Aid (RAD) $3.75 maybe someone pulls an Eddie Lampert with this one; and Lucent (LU) $3.75 the best of the worst in this beaten down telcom sector.