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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (16422)	12/8/1999 5:04:00 PM
From: American Spirit	Respond to of 57584

End of day bottom-feeder report: KMAG a small DD company just rallied today which might signal a nice bounce off the bottom for other beaten-down dogs in the sector; MXTR. HDD, WDC. There is reportedly a shortage of drives now, as well as chips which is why I bought INTC relatively cheap today. Bought HAL at low and immediately got a 3 point pop. Love it when that happens. LOR has been sinking and is one of the best longterm plays there is. The #2 satellite company in the world and already focused on wireless internet. Not far from its recent lows and MSFT reportedly wants to buy in. Bought more today. Bought JNJ and am eyeing LLY as drug stocks continue out of favor. Just heard a report on the radio from AARP saying drug costs have sky-rocketed for seniors and cost more than all other medical care combined. Imagine the profits. Might buy from PFE too as Viagra works (ask my girlfriend). E-Trade seemed like a no-brainer at $30 1/2 as we are all spending so much trading away, more every day it seems. DLTK a real bargain here. PE 11, earnings 30%. As is XRX which must be at its bottom at PE less than 10. CPQ coming back into buy range. INFX and IMRS still buys as is ANF which ought to report better than 50% earnings growth for Xmas quarter. Might go back to $50 from $29 where it is now. UIS has a analysts meeting tomorrow. Basically feel safe and secure with all these and am selling off on 25% pops, which almost all of them seem to be able to accomplish short-term. This quality value strategy is working though I do miss out on some high-fliers such as WIND which I sold way too early. WIND was at $12 six months ago and I was pounding the table so hard on it then I got suspended from SI for spamming. Ha! if only people had listened they'd have a quadruple now. Out of e-commerce. The street doesn't know how to value them yet. Made small gains and consider myself lucky. Anyone get DRIV today? Almost bought it recently at 21 but can't get 'em all.