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Technology Stocks : REFERENCE

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To: C.K. Houston who wrote (201)11/26/1997 10:19:00 AM
From: C.K. Houston   of 411
 
ZWEIG

For those not familiar with Martin Zweig: He's a one-man industry on Wall St. He got famous in the 1970's by doing some excellent historical research on market movements. He unearthed the widely used put/call ratio, and wrote a lot of articles in Barron's. His analytical skills are first rate. His book "Winning on Wall St." is on most "must read" lists for Wall St. He started several services - newsletters, advising institutions, and mutual funds.

I think his mutual funds are run by managers, not by Zweig. He has computerized his analytical models and can come up with a performance rating on most any stock. So if a Zweig fund bought TPRO, it is a good bet that TPRO was subjected to a rigorous analytical model as part of the process. Zweig is well known for keeping an eye on risk where others may focus on reward. I have great respect for his work.
Karl Drobic Nov 25

Zweig does not have aggressive growth fund, but has two small cap funds. Zweig Series Trust Appreciation Fund - Class C seeks long-term capital appreciation consistent with preservation of capital. The fund invests between 50% and 65% of assets in small-company stocks, defined as the 2,500 stocks positioned immediately after the 500 largest stocks traded on major domestic or foreign exchanges. It may invest up to 35% of assets in the 500 largest stocks. The fund may invest up to 15% of assets in foreign securities.
Steve Rubakh Nov 25
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