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Strategies & Market Trends : Strong Industry Groups - Strong Stocks

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To: Sam Raven who wrote (1055)	4/9/2002 1:14:43 AM
From: richardred	Read Replies (2) of 1567

Sam: I've been adding (15-15.50)to long position (my long position cost basis 9.00)in PENX. A leader in starches for paper and food. It's probably not liquid enough for your liking? Very thinly traded. JV's with DOW Chemical & Cargill. Limit orders only, on this one. A recent addition for me -TRMB- A leader in GPS surveying equipment. Strong patents (over 200)in GPS. JV with CAT a plus. (bought in at 14.08) Putting together a new portfolio-(LEADING EDGE)KEEPING IT TO 30 STOCKS AGAIN. siliconinvestor.com RR

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