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Strategies & Market Trends : CANSLIM - COAST TO COAST -- Ignore unavailable to you. Want to Upgrade?


To: Bruce A. Brotnov who wrote (5622)11/28/1999 5:00:00 PM
From: Feraldo  Read Replies (2) | Respond to of 6445
 
Well folks, here it is, my watch list for the first few days of this week. This will be pretty in depth. I am going to try and arrange them from most volatile to least volatile, so Bruce, you might want to start at the end, and the rest of you can start at the beginning. There are actually some long term holds going to be listed. WOW. Well here goes, sorry about length and do your own DD.
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MSLV This company is at the beginning of the list for a reason. They are volatile. They are a profitable growing IPO, and we all know what happens with these companies. They go up, and fast. I wouldn't hold more than a day, but it could be good for a pop.

IDN I'm gonna put them as volatile, because they've only been off the blocks for four days. 1.1 mil in debt. They haven't made money yet, but this is a decent speculative buy. Almost all IPO's have some type of run. The one has a float of about a million shares, so their run should be good.

SMMX Research company. Profitability looks like is knocking on their back door. Sales skying fast. Stock hasn't had a down day yet. Probably will have another up day Monday, followed by consolidation, then a pop, but I've been wrong before.

TTPA A stock begging to be bought. Good volume and price movement Friday. Stock should run this week. Not a long term hold anymore, but I could see 40 this week.

SAGI Digital Display processors. As flat screen comes on line, Sage will benefit. Sales growth is impressive. Stock has been up five days in a row. I look for that to go to seven or eight days in a row before its over.

SNWL Internet security, with a profit. Will most likely get taken over. Pretty hefty price tag, though at 759 mil right now.

NTCR These guys are annoying. If I understand it right, they give you junk email. But, they make money doing it.

WBVN They pumped a lot of money into this IPO. Webvan just broke out of an IPO base. Good buy. Looking for 35 very soon.

GNTA Definitely need to do your own DD here. They are a bio company working on prostate cancer and melanoma among other things. The 4.43 price tag Is risky. Will the be able drive higher? This stock was at 135 a share or higher at one point. Insiders are going nuts with their buying.

IMMR They make technological breakthrough products, IMO. For example Logitech just anounced that they are shipping a force feedback mouse using Immersions' technology. There's a good chance I'll buy them Monday. I think they will shine. Sales have been steadily growing, but now that they are in Logitech's new mouse, I expect more sales growth. I think everyone should do product research, because it sounds neat.

SPLT Is this the bottom? I don't know. Could be.

DPAC I'm back in Monday morning. This is an $8 stock this week, and about a 20 stock by next summer or so.

XICO Xicor is benefitting from an industry turnaround. Nice base there. They broke out, and now they are ready to go again. Sales accelerating nicely. The return to profitability should continue to be a plus for investors.

MERX I don't know about this one. If they go up from here I'll be surprised, but if they do go up they should go up fairly fast. Earnings will be out in about three weeks.

ACSC They are breaking of a base. Sales and earnings look great. I'd buy if I had more money, but I think I'll be fully invested come Monday morning. We'll see.

DTM The Amex is a quiet place. Because of the licensing agreement with DPAC, DTM's sales are starting to fly. They should break out of this three week dip on Monday.

AThis is a big profitable company. Great for long term buying, but this week could be a good week for short term buying.

Honorable mentions: WEBS CVCI RTEC SMRA PSTA WTT



To: Bruce A. Brotnov who wrote (5622)12/4/1999 8:29:00 PM
From: John Morrison  Read Replies (2) | Respond to of 6445
 
Where is Sparky? Out driving that classic 55 Chevy perhaps. WTT was awesome at one time. It would be interesting to investigate the history to see what has gone on there. Is Jim still around following the money?

I owned ESST for a few minutes Friday, then decided that candle-to-be wasn't one I wanted to live with over the weedend, but a good stock for sure.

Here are some stocks that came up in my fundies search last week, some have already moved, some have not.

CPWR, AEOS, TROW, QRSI, CMED, BBBY, HAIN, APCC, WATR, BELFA, NLCS, LYTS (I am long in CPWR and BBBY, I missed some of those that have already jumped, but I will catch some of them on the next little reversal)

I have not messed with NYSE stocks all year due to their antique system and rules. The NASDAQ electronic data is hard to beat now that the collusion is not allowed. With Level II data I see funny things still going on occasionally. I have noticed that the recent high flying online brokerage stocks were especially funny. I avoid them. I don't like this after hours trading -- suspicious stuff going on there too. Some of it may be due to the liquidity problem after hours. Some of it should be illegal. For example, a stock closes at Bid 55 Ask 55 1/4 then 30 minutes before the open some dealer enters an ASK of 22. What the public sees as the inside (or best BID and ASK) is 55 and 22. This scares people to death so they sell. That is what the instigator, who was probably heavy short, wanted to happen. The instigator would probably just say it was a mistake if called on it. I have also seen poor souls paying 119 when the current inside bid and ask was 115 115 1/2. Perhaps it was a limit order, but even so it doesn't look right. How get I get carried away on that subject?