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Strategies & Market Trends : Strong Industry Groups - Strong Stocks

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To: Sam Raven who wrote (923)	2/11/2002 9:43:03 AM
From: richardred	Read Replies (2) of 1567

Sam-I've noticed that Electronic Military Systems is a moving group in your screening. The RP is weighted in defense electronics, but most individual companies are diversified somewhat. There's 2 in the RP-that have hit new highs recently-MOG.A & GFF. Also in are -DRS-FEI-HRLY-TDY-STST. Most are not likely to show up in your individual screening due to the small size. Biggest market caps. in defense electronics for RP- DRS-about 450 mill- GFF-about 450 Million-TDY-also about 450 Million and MOG.A- about 250 million. Sam, do you use market capitalization, or sales volume in your screening, or a combination? If so, how big in market cap or sales will get plugged in for screening? Just curious-Thanks- By the way, an old favorite of mine showed up in your recent picks-BMS- I've owned it many time in the past. Don't currently own it. If theres any group I am most familiar with, it's packaging. I work in that industry. RR

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