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Strategies & Market Trends : The Rational Analyst

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To: HeyRainier who wrote (1415)9/11/1998 6:16:00 PM
From: Scott H. Davis  Read Replies (1) of 1720
 
[Valuations response] Absolutely. I would not touch oils either, and would not recommend AXC at this point either (their tech & patent portfolio is a gem but their ability to translate into revenue is another matter), and find the QNSDF & PERLF very attractive long term keepers. PERLF's repurchasing too (I know Q also announced yet, but I doubt they will have the cash to purchase much more before the aid revenue kicks in) Scott
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