Hi Eric, I'm sticking with technology stocks for Q3, here are my picks. techstocks.com
Re my Q2 results, I must say that I almost gave up on Net Nanny just before its recent runup. I had been convinced of the potential after my original DD in March but it didn't go anywhere. I almost sold out just before the runup - luckily I didn't. A lesson learned in patience for me. Yes, I have now allowed others to participate in my trove of NNS shares.
For Q3, I have kept the majority of picks (JOT, PYT, TPP) but have replaced NNS with Forecross (which I have been coveting since January) and replaced Linmor (great technology, MCI just bought into it, but may take more time to translate into profits) with Tri-Vision. I haven't included NNS this time around simply because I think my other picks may do better in Q3.
Forecross provides an automated conversion tool for the Year2000. Within the Year2000 sector, the big money will now move to companies that can automate the conversion itself, not just identify the potential problems. Forecross (though a US company) is the only company trading on a Canadian exchange that owns such a tool. While this should be sufficient for the stock to do well, an Amex listing may be in the works - if it happens, the stock should benefit further from the increasd US exposure.
Tri-Vision's potential is very interesting. In the recent flurry around Net Nanny and the V-chip, few seem to be remembering that Tri-Vision has the world rights to Colling's version of the v-chip, which is the most developed and the most flexible. The stock has drifted downwards recently, but some day TVL may sneak up on the market like NNS did. |
