..Cheap is in
Tuesday, January 25, 2011 at 07:21AM
Demi/ YourPersonalTrader in FFIV, FSLR, SILC, TSL

Today, the market officially entered the Twilight zone as Dow smells 12K on the heels of IBM, GE, etc. stuff.  Oh boy, now valuation takes precedent over higher multiple/beta names!.  If this keeps up our 2011 Shadowlist will look a Value Mutual Fund, so basically the market better ‘correct’ at some point to make ‘growth’ stocks look like values again.

Shadowlist

Shadowlist addition:  A one time DJIM play returns off a record Q at~$20. (SILC)

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