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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: straight life who wrote (12680)12/20/1999 5:22:00 PM
From: RoseCampion  Read Replies (1) | Respond to of 54805
 
O.T. The following report, compiled only yesterday, can just be thrown into the trash, as USWB announced its merger into Whittman-Hart (WHIT). I'm bummed, frankly. However, on second thought, I've decided to post it; it's an interesting market segment, tremendous growth, maybe somebody will find something of value in it.

Au contraire, Straight Life. It because of this excellent report (a week ago today) of yours that I looked into WHIT and decided that the USWB merger was a strategically great move that the market and momos were completely ignoring in favor of short-term profittaking. Your analysis gave me the confidence to conclude that this was a fantastic opportunity; I thought back to the last time this kind of thing happened, when GMST and TVG announced their merger and their prices tanked, allowing me to pick the former up at 69 (pre-split), about half of where it is now.

Long story short, I bought into WHIT the next day (last Tuesday) in the high 40s. It's at 61 1/2 now. I thank you for your "can be thrown in the trash" <g> report. And my IRA especially thanks you.

-Rose-