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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?


To: Sir Auric Goldfinger who wrote (4478)1/6/2000 10:31:00 PM
From: RockyBalboa  Read Replies (3) | Respond to of 19428
 
Gentleman,

I may throw in AMZN.

Institutionals: not too much, especially on a net basis.

Weak sector. Consumer internet has significantly cooled off.
Sector mates are at year if not all time lows.

The gorilla is to become a chimp. The knee jerk reaction on blowout revenues (!= earnings) is an important sign. The prospectus of a dimming junk bund market is not really a support for AMZN to raise cash.

The Deutsche downgrade is justified and should add fuel.

I expect it to test the August low, which is around 41.

Once it is on the demise, the uncontrolled selling by individual shareholders can exacerbate the downward pressure.



To: Sir Auric Goldfinger who wrote (4478)1/6/2000 10:47:00 PM
From: Phil(bullrider)  Read Replies (1) | Respond to of 19428
 
Auric,

Although not a "retail" stock per se, since it is very widely held, I believe LU would fit the profile quite nicely.

I don't know about the "all time high" qualification, but the "margin call" requirement should fit.

Have fun,
Phil



To: Sir Auric Goldfinger who wrote (4478)1/6/2000 10:59:00 PM
From: Phil(bullrider)  Read Replies (1) | Respond to of 19428
 
Auric,

I believe I have another one that fits the bill quite nicely.

QCOM

The split adjusted all time high is $800.

Closed today at $560 and change. (again, split adjusted)

Unless my math is off, that is a 30% trim.

Retail? From some of the posts on the various threads, one would think so.

Have fun,
Phil



To: Sir Auric Goldfinger who wrote (4478)1/6/2000 11:16:00 PM
From: Jorj X Mckie  Read Replies (3) | Respond to of 19428
 
Here's a few with targets
FLEX - 30
ELNT - 20
JBL if it hits 59, it could go to 46
LSCC - 30
VECO - 30
ADBE - 48
SSSW - no PO
VNWK - 56
ENTU - 35
SANM - 80
NTIQ - 40
DRIV - 20
WCOM - no PO
NTT - 64
GTE - no PO
JWEB - no PO
NTWO - 12
ONDS - no PO
EDS - 49
ISPD - 11

I will be focusing on semis



To: Sir Auric Goldfinger who wrote (4478)1/7/2000 12:50:00 AM
From: who cares?  Read Replies (1) | Respond to of 19428
 
CMGI. i'm sure institutions own it blah blah blah, but they did not do all the pushing from 100 to 327 since mid-November. Retail fish did most of that and it's the same fish that have dropped it already to 235 after hours. 50 day moving average 176.

INIT. 35. Summer IPO, MLCO botched it, put a low target on it. Fish bailed including me. Back big in the last few day, set an all time high today. A follower of EXDS. Insider selling probably hitting it as well.

QCOM 140 afterhours, down from 200. Institutions own it, bet they wish they had sold it. 50 dollars first of November. 50 day moving average 101. Great company but GMADB.

IDC CDMA patents therfor it's the next QCOM. Probably a decent company but the fish ran it from 18 to 80, mid 50's now. Fish can still puke up more, I hope they do, i'll probably buy some.

JDSU Institutional fav that the retail fish, including myself, have taken a shine to recently. High of 190 a few days ago, 142 afterhours. Kill it so I can buy cheaper.

NOVL Huge pop after George Gilder highlighted it. Slowly sinking back, high 42 now 31 so it's given up a lot but it was low 20's 3 weeks ago, 50 day MA of 24, could give more. I hope so, wouldn't mind owning it cheaper.

SPYG Up on Harmon picking it in his top 10. 42 1/2 down from 54 but was mid 20's last week.

PCNTF, another Harmon pick that gapped big. Could stand to puke up some points.

An oddball. WMT. It went from high 50's to high of 70 1/4 on the AOL agreement hype. Yes it's heavily institution owned, but the institutions didn't push it up on such bogus news, they know better and the volume wasn't their, the retail suckers did it. It's about 10% off this high. In addition with all this sector rotation and value investing we hear about, WMT won't take part. In fact it might be sold by a few institutions looking to trim some fat, after all bottom line it's a place to buy shampoo and light bulbs not an internet play. $40 a year ago, up the whole year, lot of profit to be taken. It's at a p/e of 54 with E/S growth of 14%. Compare it to fellow DOW retail chain darling HD, PE 43, E/S 25, or BBY PE 44 E/S 33.6 or even KM PE 8.5 E/S 11.
Will WMT die, probably not. Fish are so used to this being a value/growth stock that they'll buy it not realizing how high priced it is.

Quick check of the quarterly percent gainer list on Qcharts.
PLUS 53 52week high 75 50 DMA 20
SCII 63 52 week high 74 1/2 50 DMA 20.7
CLRS 87 52 w.h. 88 7/16(today) 50 dma 47

Stocks coming out of lockup
ostman.com



To: Sir Auric Goldfinger who wrote (4478)1/7/2000 12:41:00 PM
From: Phil(bullrider)  Read Replies (1) | Respond to of 19428
 
Auric,

I am not into TA, but I found one you might be interested in.

MSTR

52 week high, about $234 1/2
Today (as I type) $210, up $10

Only about ten percent off it's all time high.

Have fun,
Phil