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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: J. M. Blackburn who wrote (7852)	8/18/1999 9:34:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Jim: Re: "Justa, what is your current feeling toward SFAM, SVGI, BRKS, CFMT and the other smaller caps, in general. Except for BRKS not many gains in this area of course." My $14-$15 club fell apart. SVGI, UTEK and SFAM were capacity plays and obviously I was too early company specific problems aside. So if you believe capacity buys are around the corner, you might consider holding those general market conditions aside. I think the time will come but is a question of when. The biggest threat to capacity expansion and its timing is a slowing economy IMO. CFMT is a hold for me. Valuation is compelling and I will have a nice long term capital gain if and when it performs. BRKS decline of late is in sympathy with the front end providers. I am booking my gain on that one into market strength as it was a positional trade only.