a daily journal, of sorts

Saturday, June 25

Synopsis of Friday's Mad Money Picks

Was too tired to get this all down, but the salient points:

- A great way to play the Indian outsourcing play is to holla at Cognizant, Infosys and Wipro. Of these, Infosys is the best (more diversified comp. to Cognizant which is concentrated in fin. svcs., and no management problems a la Wipro)
- MSFT and CSCO (along with the perennial Cramer fave, INTC) are big here ahead of a proejcted rally in tech. Cyclicals will readjust downward as the spike in oil is digested by the market, don't be there. Buy techs, esp. on pullbacks

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