To: Jenna who wrote (68368 ) 10/28/1999 12:27:00 AM From: Jenna Read Replies (3) | Respond to of 120523
<<A Market Gems pick for the thread>> VSH..This company is not new for me and should NOT be for you either as its been an earnings play before and on watch lists and has done extremely well. It had an MACD breakout today on the longer term chart, and a big block 120000 went through at 4:30. beta is an unbelievable .32 which means this stock just plugs along with almost no volatility. I do hold a position in it but I like it especially now because its reporting on November 1st and has pulled back to a nice cup and handle chart formation. It's not a 'high flyer' (but nearly 300% gain in 52 weeks is not chicken feed either) but a dependable gainer. I like to call 'stocks' that have already proven their mettle and it is clear that they are looking pretty good to everyone at the time of the call. No 'long shots' or major contracts or declarations of pending takeovers. No pounding the table, just a good stock. 83.93 % eps growth estimated for this quarter and similar for next quarter. Date Broker Comment 10/5/99 Merrill Lynch reiterates 1-1 10/4/99 SG Cowen reiterates strong buy, booking strong in September 9/23/99 Salomon Smith Barney reiterates buy-high, raised estimate, raised price target from $24 -$33 9/7/99 SG Cowen initiate coverage with strong buy, target $26, is one of the premiere companies in the passive electronic components market This is the kind of company we are looking for as intermediate holds. These are our PUMAs, CAMPs, ADIC's, AUDC's, TOPP, ITN's companies we can hold even long term. The best time to get into them is start accumulating a little before earnings, than wait for the 'coast to be clear' after the reprot and no major setbacks then add to the holding. You are 'safer' from major surprises like pre-earnings shortfalls, irregularies in auditing etc..