Dave Gore's Trades That Make Sense Message Board

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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: Frederick Langford who wrote (10977)	8/8/2002 4:03:23 PM
From: Dave Gore	Read Replies (1) of 16631

Yes, RTN has been great. Like we said the defensive area is perhaps the safest of all. And yes, the ODOD's are still working well. I jumped the gun on ACF yesterday, but more than made up for it today with buys @ 9.50 and 10.00 and sales at $12.20 and $12.40. Meanwhile that $2.50 purchase on ORB was timely, as was EMBX @$10.90, AUO@6.48 yesterday and hopefully CCRN @ avg. $12.40 today, among others. Also bought back some ACF @11.78 near the close. Ditto ACF, too, IF people ready to focus on fundamentals again and there is some overdue reassuring news. ODOD's can do well, even if the overall market is down, once they regain some confidence again. I'd say CCRN is the most interesting speculation here and if they tank it more tomorrow, it should be a steal. They beat earnings and guided just fine. Stock just got hammered for no real reason. Very interesing opp at some point.

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