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To: Dale Baker who wrote (17748)4/19/2000 11:09:00 AM
From: SultanRespond to of 118717
 
Interesting thing for last couple of days is where the earnings are better then expectation, regardless of whether it is small or mid cap, the company will do better. Look at ASPT for example... I have some.. Might add..

Another think to do here I think is to buy low multiples such as SGNT on disappointment, if you are willing to hold longer term.. Easy to make a double or more from a lower level if it is a temporary set back...

But only think I bought today is AREM. Not sure whether I should have waited for the earnings or not but their track record has been pretty good.



To: Dale Baker who wrote (17748)4/19/2000 11:30:00 AM
From: SultanRead Replies (1) | Respond to of 118717
 
On the reasonable multiples and recovery of small cap, check out CAMP.. It reported better then expected earnings, got trashed because of misunderstanding of one item and then of course market down draft and have climbed back 10 bucks in 3 days...