LIOX - Globalization for the Internet Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LIOX - Globalization for the Internet

LIOX 5.750

0.0%

Mar 1 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Trade4$ who started this subject	3/3/2003 11:39:28 AM
From: Jack Hartmann	of 151

06:44 ET Barron's interviews fund manager Paul Stuka, whose $27 mln fund rose 103% in 2002 Currently, Stuka is 34% long and 21% short with the remainder in cash. A major contributor to the fund's success in 2002 was its heavy weighting in gold stocks. He currently owns 13 gold stocks. The biggest name that he is still relatively excited about is Hecla Mining (HL 3.80), which was one of the best performing stocks in the NYSE last yr. One of the non-gold stocks he finds really interesting is Lionbridge Tech (LIOX). The $65 mln co is projected to turn profitable next yr and currently trades at only about 0.5x sales. He is also positive on Axcan Pharma (AXCA 9.84) and Omega Protein (OME). On the other side of the portfolio, Stuka has been short companies selling high-end and home-related consumer items, including PII, TOL, ETH, TIF and MHK. Based on his bearish stance on the financial markets, Stuka is also short Northern Trust (NTRS). Jack

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next