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Strategies & Market Trends : Z PORTFOLIO

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To: Larry S. who wrote (11495)2/3/2004 2:56:38 PM
From: Carl Worth  Read Replies (1) of 11568
 
buy 300 SGMA at 21.90

here is the most recent earnings release

biz.yahoo.com

the company is growing earnings at a strong pace and has new manufacturing capacity coming online in china during the quarter which started yesterday

they have very little debt and tangible book of about 10 bucks a share

very volatile stock but it has now filled the gap it made back in november and is oversold, could drop a bit more here but it should be a nice winner long term (also a great trading stock)

CELL also hit my buy price of 21.02 this morning as stated here previously so buy 300 CELL @ 21.02 as well
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