Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: BarbaraT who wrote (71783)	11/16/1999 1:19:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

RFMD one of my favorites but I didn't hold it for more than a few swing trades. There were just so many although in retrospect, RFMD was one of the best. It has the distinction of 1998 being the #1 stock in EPS growth among all of them and that is when I had it a long time, in 1999 just sporadically.

To: BarbaraT who wrote (71783)	11/16/1999 1:36:00 PM
From: Jenna	Respond to of 120523

HOTT..buy trigger 39.75 traded at 47 this morning rose on a bullish gap up although it was called yesterday on a few occasions. My opinion is that 25% or a little more of earnings plays can be held through earnings but they must be paid very close attention to any news that might come out in the 1-2 weeks before earnings, and nothing takes the place of experience and trading the same stocks season after season. The longer you play the earnings, the more profitable opportunities you will experience. You have to have experienced a lot of earnings seasons and know the risks especially if the stock is trading at a new high (signal usually for disaster). Stocks like DELL and MSFT are more dangerous because whole technology will move up or down in correlation to these stocks but stocks like HOTT, NTAP, or ANN will usually have no or little effect on any sector not even the others in their own own industry. I'm working up a tentative strategy for shorting the earnings plays that move above or spike up disproportionately DIRECTLY AS A RESULT of the earning report.. or conversely a company that is showing negative anticipation BEFORE the reports, "puts" might be considered the way to go (but not very high profile stocks like QCOM learned from experience <g>) or best just ride out the report and play the gap up or down, either way there are excellent profits that could be made with the right risk management and strategies. But you can find opportunities if you are cautious. Sometimes the rewards are greater than the risks, but usually in stocks trading 10% or or more below their 52 week high. Alert: Robertson Stephens Says it Raises Earnings Estimates on Hot Topic (NasdaqNM:HOTT)Company Press Release Robertson Stephens Raises Estimates, Reiterates Buy Rating on HOTT SAN FRANCISCO--(BUSINESS WIRE)--Nov. 16, 1999--Robertson Stephens Managing Director and Senior Specialty Retailing Analyst Janet Joseph Kloppenburg, a 1999 Wall Street Journal All-Star Analyst, today raised estimates and reiterated her Buy rating on Hot Topic (NASDAQ:HOTT - news). Hot Topic, headquartered in Pomona, Calif., is a rapidly growing specialty retailer of music-licensed and music-influenced apparel, accessories and gift items for young men and women.