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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Ken W who wrote (17557)11/25/1999 8:37:00 PM
From: Sergio H  Read Replies (2) | Respond to of 29382
 
Ken:

THANKSGIVING - Lots to be thankful for this year. Hope that you had a great day with your family.

NAZ - Agreed. It is very likely that a 10-15% NAZ correction (minnimum)will occur next week. It is clear that techs have established market leadership and it will be necessary for NAZ to continue on its current path for the market in general to rise. Value stocks should come into play once tax loss selling is out of the way.

AOL - see insider selling.

CHS and JBAK are entirely different companies, but they are both in the apparel sector. Both Companies reported well. CHS has not improved in price. JBAK may, but it is too early to expect support from the sector. You may see a pop on JBAK now that the earnings report has been digested. JBAK certainly is an excellent value play.
Are you playing short term or hold? BTW, look at HBI selling for 1/3 of book value and bottomed out.

DUSA - Expecting final FDA approval for Levulan. Could happen tomorrow or in the next few months. Please take a look at the 8k filed regarding the Schering deal. You'll see why I am so excited about this stock. H and Q should be pumping up the volume soon and other analysts are likely to jump on board.

Sergio