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: SOROS who wrote (77930)	1/6/2000 2:43:00 PM
From: manny t	Respond to of 120523

ESHR HUGE NEWS: Wins Patent for automated call centers handling inbound and outbound contacts. Manny T.

To: SOROS who wrote (77930)	1/7/2000 12:42:00 AM
From: Jenna	Respond to of 120523

The watch list for tomorrow is a little different.. I included stocks I felt were BOTH fundamentally and technically sound, yet with upside potential. Its more of a 'fundamentally sound, growth oriented watch list' than a high flying one like the usual ones. But of course, I could not resist some of my favorite biotechnology stocks under $10 (MOGN was on the watch list January 5 and it was up over 15% today, HIFN was the watch list from 4th as was CVSN, AVXT and CRXA ). Please 'save' the special 'ADR, or low priced stock corner' for another time. Almost all my cheapie biotechs (about 14 of them since December 27th moved up 20% and more). IMMU was great today although I got stopped out on a too low trailing stop and didn't enjoy it today. But others I simply did not find the time to sell and they all recovered from the one day that biotechnology was down. I'm bullish on the sector through 2000, and especially through the conference next week. Our next objective is to 'save' our watch list as a 'team' and report any breakouts that take 24-48 hours longer than expected. I am looking for an 'interim message board' or somewhere we can park our intraday updates without having to use codes until our new location is ready and/or SI has an alternative. Another objective is a 'core' portfolio which I keep meaning to hold, but the darn stocks moved up so fast I sold within 3-4 weeks so we'll have a 'truncated' core portfolio for 2 weeks to 3 months.. (something between a position trade and intermediate term hold). I feel the earnings season will unearth some small stocks that will be worth holding way longer than for the 'pop' of earnings. Our last objective is tracking the really 'difficult' earnings plays that must be called since they are unlikely to appear on any First Call Report. I've found about 50 for this season and I hope to have the companies called, assuming they even know when they report. By next season, there will be a special section for these earnings plays that are usually cheap, go up 10-20% on a good report and hardly any one knows in advance when they report. Some might even be IPO's with just very good sales and revenue growth beyond expectations. Because of the increase of so many Linux, IPO and potentially great tech stocks, someone will have to just track the reporting date of these stocks. I would have handled hiring the research assistant person myself but the transition we are undergoing would not make that feasible. Anyhow I don't believe for a moment that the nasdaq will continue down much longer and there will soon be a plethora of great plays. But they won't be the over 100's (assuming there are any left), but from all price levels.