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Strategies & Market Trends : The picks

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To: Dave Triplett who wrote (4103)	2/6/1997 4:54:00 PM
From: p. webster	of 6124

My Risky Picks: INNO CCUR CAMP PCTV HART MFN Inno--down 1/64 vol. picked up Nice trades at the ask. Should hear about shows soon. CCUR -- up 1/4 to 2.50 on 1M shares. MM's have been accumulating for several days. No news released. Camp -- down 1/16. Traded up most of the day. Buyers came back. PCTV -- up 1/8 on light vol. Hart -- even, on light vol. MFN -- down 3/8; traded at 2.5 - 2.625 all day, then a sell off after the bell. No news re: MFN The big move into bankruptcy never materialized, altho a competitor did declare BK today. Maybe that's why the sell off. Confident that this one will make it. I've never lost one into bankruptcy or just having them go out of business. But I do a pretty good job of watching them for a while and getting a feel for the management, so that screening might help. Inno won't go bankrupt. They have a continuous flow of income from licenses that they have sold to other people. CCUR isn't even close. MFN has paper they can use for collateral. Camp's book value is 5. PCTV and Hart have cash and customers. D. TriplettWhat else are you in? P. Webster

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