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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum
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To: Dave Gore who wrote (510)1/4/2001 10:26:21 AM
From: Dave Gore  Read Replies (1) of 6445
 
Jenna/All: In a nutshell, I like stocks right now with reasonable or low PE that have been swept down with the POS's. They could be the first to do well (at least temporarily on a snapback) Again, I like KEM, ESIO, ADPT, SNDK, ELNT, FLEX, SLR, etc. (although the last four have already come back a lot and perhaps need to drop back again before getting excited). There are others that I am looking at or have invested a bit in, but that's a start.

Especially in the tech arena, this approach should prove successful. Even if some of these quality beaten-downs are in niches slightly out-of-favor like KEM, they could do well as investors and fund mgrs. comb for values in the 2nd tier quality names.
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