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.

Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: kumar who wrote (1501)	4/4/2000 8:12:00 AM
From: unclewest	Read Replies (1) \| Respond to of 22706

a refund check from infamous IRS to me hiu kumar, wish i could say that....i have a slightly different scenario. :o) re...what to buy i am not through looking...and i am open to ideas. from a trading perspective, i think it is important to address the issue...imo the issue of the day is currently PEs. i expect the quickest recovery will be the 4 letter guys with high growth and lower pe. ctxs with a pe around 100 and earnings growth close to that looks particularly good....if ctxs reports good numbers on friday, it should rebound immediately. good for a long hold or a trade. i also like wind...pe 70....increased "revenue" growth projection from 30 to 35% yesterday. sebl at 200pe with 100% revenue growth and 300% earnings growth...is a steal here. i also plan to start accumulating gilder's powercosm companies...the one's that are publicly traded are emr, apcc, amsc and cree....i have plenty of the latter...none of the first 3...i will correct that real soon. unclewest