Regional banks and semis are leading. While it's hard to find zoomers among regional banks - there are too many of them, and most are thinly traded - KRE is a good proxy for that sector. Also, BAC has emerged as a deep value play in financials. Semis, on the other hand, offer a few good opportunities. INVN has emerged as a new leader (Watchlist 01/07/12 - up 24%); CRUS is not far behind (EOD Alert 01/10/12 - up 9%). (If you want to play it safe, there is always INTC.) Other than that, many zoomers are extended, offering few buying opportunities. As earnings pour in over the next couple of weeks we should see more new leaders emerge. For now: [...]
[Please see the Special for specific stocks.]
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