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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (220)8/1/1998 3:48:00 PM
From: Shane M  Read Replies (1) of 4691
 
Jurgis,

On the current Buffett screen I use, which is subsequently adjusted via an Excel spreadsheet, I have the following 10 stocks appearing at the top of the list of candidates. Alot of these stocks currently have their problems, but some clearly do not.

1. JOB - General Employment- temp svc firm, focus on Info technology and accounting temps/placements. Microcap. Is concern here that major temp companies could move in and destroy their margin, if not their business. Revenues and margins are showing the stress.

2. PRST - Imaging technologies. Whole sector is in a funk. Haven't looked at here closely.

3. INVX - supplier to disc drive industry. Meeting significant competition from Hutchinson's right now. Are transitioning business to be less dependent on storage industry.

4. CDWC - direct computer/software retailer. I like their business. They're good at what they do, but competition is increasingly intense and margins are also being squeezed by move to $500 PC. Definitely on my radar.

5. CATP - Cambridge Technology Partners - High flier. High tech consultant.

6. FAST - Fastenal - not familiar with their business.

7. COHU - Semiconductor sector - unfamiliar with business.

8. XETA - Semiconductor sector - unfamiliar with business.

9. ORCL - Oracle, as you mentioned. I own some shares here. The best valuation of the "big" companies IMO.

10. APCC - American Power Conversion - as you mentioned also. Just released info concerning bright outlook and strong demand going forward.

Shane
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