CANSLIM - COAST TO COAST Message Board

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Strategies & Market Trends : CANSLIM - COAST TO COAST

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To: Jeff Mulder who wrote (4137)	1/7/1999 4:07:00 PM
From: Bruce A. Brotnov	Read Replies (2) of 6445

Jeff, as far as Y2K stocks, I was burnt on DDIM (kept 1/3)and TSRI looked promising but the revenues weren't that exciting in todays release, although it could be interesting at 12 1/2 and better, but it is struggling at $12 (even though .22 beat .16 est). SPNSF is a reasonable choice as they may get a lot of Europe business but they need to get above 9 3/8 but my current choice is TAVA as they are also in the Russell 2000 index and could move up with the index as well. They are also connected with CMED (which moved up 50% end of Dec). I consider them a "keeper" in my portfolio until I have reason to believe otherwise, with a target price of $16. Larger ones are KEA, CHRZ, CPWR which get nods from analysts but they are also struggling a bit. I think they will have plenty of business well past 2000, and I think they will be getting a lot more as companies get a little more serious as the 99 count down hits them with the reality of shortness of time. I still think this is a sector waiting for weakness in internets, but time will tell whether we get the rotation or not. Bruce

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