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Strategies & Market Trends : Range Bound & Undervalued Quality Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Esway who wrote (469)	1/12/2000 12:57:00 AM
From: Larry S.	Read Replies (3) \| Respond to of 5499

Hi Esway. Want to add a few stocks for consideration here: EDS - stock has been strong of late, new ceo, strong direction in internet b2b hosting and venture fund. EDS provides computer services to many large companies. Was formerly Perot's company. OXHP - Oxford Health, HMO, recently reported earnings and revenue growth, has cleaned house of the management team that had the problems with billings. Co needs to break thru 18-20 to get legs for big move up. U - USAIR - I really like the airlines, they are biggest laggards left, (well, maybe banks) but the fundamentals of Airlines are very strong. Strong traffic and load factors, cost of fuel already factored in. LUV is my favorite overall, think U, ALK, NWAC could have significant % moves to the upside very shortly. GBLX - think this telco is strategically very well positioned for future deals with some very big players, likely take-over or merger candidate. RAD - Rite-Aid - everyone's favorite stock to hate in '99. New management, big problems, this will be a while incoming, but 10-11 area looks like great entry for ones with patience. DIS - already discussed - get aboard, its going a lot higher,. Almost all drug stocks. JNJ, MRK, LLY, in particular, PFE somewhat of a laggard due to concerns over merger with WLA. This sector had a terrible '99, but is a defensive sector and has a history of playing catch-up with a vengeance. Great place to shift some tech dollars, IMO. Add INTC, LU, IBM look like tech names that should be strong players. LU will not just bounce back, but don't see much risk below 50, if it gets there. Patience will be required. INTC and IBM look ready to run. jmho. do your own dd. larry