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 : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (63308)	1/15/2000 12:39:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 108040

HLIT...... by: creature_vision (28/M/Black Lagoon) 1/15/00 12:32 am Msg: 7941 of 7941 The following was posted this on the QLGC board: 01/14/00: "Market Monitor"-Louis Navellier, President, Navellier & Associates PAUL KANGAS: My market monitor guest this week is Louis Navellier, President of Navellier & Associates and one of the nation's top rated investment advisory services. And welcome back. It's good to see you again, Louis. LOUIS NAVELLIER, PRESIDENT, NAVELLIER & ASSOCIATES: It's good to be here. KANGAS: Your January newsletter beings by saying that January will likely begin the last great surge in the current market advance. Does that mean that you think the bull market is on its last legs? NAVELLIER: Not at all. I think 40 percent of the money we'll make this year will be in January. January is the record month for money pouring in the stock market. But we're going to have to rest. We made too much money too fast. And I think later in the month, the market is going to settle down and will start to rest and digest some of these gains. KANGAS: What's settle down? Down how far? NAVELLIER: Well, first of all, I think we're in the midst of a rotational correction right now. What that means, they're selling some stocks and others are being rewarded. Small cap stocks are very firm this month. They're letting some air out of this Internet bubble. What's happening is Wall Street is demanding earnings growth and those Internet stocks don't have the growth so the money is leaving that industry and chasing fundamentals. I like the market now. It's reverting to fundamentals. It wasn't doing that late last year. It was getting a little silly. KANGAS: You have a number of model stock portfolios designed for investors all the way from $50,000 to $6 million. What criteria do you use in stock selection, in this case, let's say, for the moderately aggressive investor? NAVELLIER: Well, we have a three step process. We run our stocks through a reward risk screen. Different sectors of the market have different fundamental filters, but right now things like earnings surprises, strong profit margin expansion, positive analysts comments are very important fundamental criteria. And then we buy up the best 30 stocks for our clients. A smaller portfolio won't have 30 because it's not cost effective. KANGAS: Well, understood. Give us some of your current favorites. NAVELLIER: I love Harmonic (HLIT). Its symbol is HLIT. I love some great semiconductors like Q Logic (QLGC). The symbol is QLGC. There's still a shortage of computer chips out there. I had another great semiconductor is Applied Microcircuits (AMCC). You know, the, my average stock has over 40 percent revenue growth. In the past year earnings are still growing in excess of 140 percent. So earnings will grow faster than revenues due to my profit margin expansion.