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Strategies & Market Trends : Super Stocks

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To: Jeff Maresh who wrote ()9/25/1997 7:58:00 PM
From: Jeff Maresh   of 269
 
Here is the current status of Super Stocks that a lot of us currently own, or are considering as a buy:

Silicon Graphics (SGI) - Just about a perfect fit when it was at $13 in April.
Olsten (OLS) - Another nice fit and still a good buy.
NCR (NCR) - Just dumped by AT&T.

These stocks were bought within the past year and were good Super Stocks, or near Super Stocks when they were purchased:

American Power Conversion (APCC) in July 1996 (Sold January 1997)
Applied Materials (AMAT) in July-August 1996 (Sold September 1997)
Cohu (COHU) in August 1996 - January 1997

My intention is always "buy and hold" but when the PSR becomes excessive, I've sold.

Regards
Jeff
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