William, DKEY is one of the few stocks I own purchased on fundamentals. I know you "Rande's guys" rode it pretty early and got out right. The PKI stuff is going to get lit up this year IMHO. Its only slightly tainted with Clintons finger prints on it.
MEOH moving a little today. I dumped ATMS at 11 1/2 a little while back. That 12 mark looks a little challenging for it if only temporarily.
From the new Rat list, I started into PBSI and HIRE right away, and plan to look further at IRI, SOCT (again), FSW, SISI, TRBR, CRDM, SHN, ATOM, BCU, KRG, AQLA, FTEK (again), IMON, JAWZ, SLTI and BAMM. These require acute TA skills in some cases. I've been closely reviewing (in retrospect) the ones you pick that have very subtle or no indications whatsoever, but pop. You have mastered these little turds. In some cases I am finding what I missed. In most cases I don't. I'll be the first to buy your book.
Thanks for the list and many insights. |
