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Non-Tech : Let's Talk Blue Chips

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To: David Luckie who wrote ()6/16/1996 11:36:00 PM
From: Jack L. Dlugach   of 17
 
Monsanto is going to be a big, big winner IF the biotech stuff pans
out...I was also thinking Calgene looks pretty cheap since Monsanto
took that big stake. If Monsanto's biotech division doesn't pan out
at least as well as Roundup, look out below! But, still, I'm thinking
of buying a few shares. My favorite blues...that's a hard one, but I
bought Westinghouse a couple of years ago at 9 and thinks it still has
a good run from 19, maybe to 30 or so. I also like Seagram...I bought
that one last year at 26 and I think it has a long way to go in the
long-term. For a mid-cap, my favorite is USSurgical...bought that one
at 15 two years ago...lots of things brewing...very, very bright and
innovative company, it's now around 33 but I'm keeping it. My favorite
small cap is STAC...I paid 3 for that one, it's been trading between
11 and 16, but I like that company so well, I don't want to part with
it in case it starts going up and stays up...I don't think it's a stock
I need to worry about because they have no debt, have plenty of cash,
have a wonderful R&D lab, and make plenty of acquisitions for all cash.
Only four analysts follow STAC and all rate it a strong buy.
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