I wanted to quickly touch upon a topic that is likely to come up in the weeks ahead. That is, once we get a new, sustained uptrend, what stocks do you buy? Unfortunately, many investors go right back to the trough of the last uptrend. They’ll talk about Baidu (BIDU), Acme Packet (APKT), Riverbed Technology (RVBD) and Salesforce.com (CRM). After all, all are still good companies, all are still posting solid growth, and the underlying drivers of their growth are still in effect. So why wouldn’t they be good buys? The funny thing is that, when coming out of...
