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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (98388)5/18/2000 4:51:00 PM
From: small_brain  Read Replies (1) | Respond to of 120523
 
OP
Any ideal where FFIV is heading ??



To: Jerry Olson who wrote (98388)5/18/2000 9:10:00 PM
From: Long John  Read Replies (1) | Respond to of 120523
 
I did buy a little NLCS near the close. Earnings beat expectations by .01. Not much action on it after hours, so I'll wait til morning to find out how my theory on holding it works out.

John



To: Jerry Olson who wrote (98388)5/18/2000 10:30:00 PM
From: anyer  Read Replies (3) | Respond to of 120523
 
Curious about P&F for Natural gas. This is the 4th time prices over 3.50 in last decade with supply constraints now.
All those new networks are demanding POWER and the new plants to generate use NG which is expensive relative to oil to import. Number of wells drilled went up 99 over 98year with production Falling. Either a severe shortage developing or the Hunts trying to corner the market. Don't look at oil stocks or oil service as CNBC does but focus on
those companies with high % of reserves domestically in NG.

These stocks are quietly making new all time highs; yes they could use a correction, but look like they could be also about to go parabolic. They could be the new leaders in a bull mkt. of VALUE.

APC[57%NG],APA[55%]DVN[high, but don't remember] these are at all time highs. BR[40%] PXD XTO SFY[80%] not at highs, but close. Have bought all these. Others are breaking out as well e.g. EOG today. No one wants to believe in a bull mkt in commodities.

Techs still overowned and loved;they will be buying techs all the way down. The dead gorilla will bounce and then finally whimper when NAZ bear ends. After all CSCO,DELL etc.
are in reality selling commodities too. The leaders in a new bull mkt always jump the gun; many would say there are no leaders,yet. Time will tell!



To: Jerry Olson who wrote (98388)5/19/2000 1:59:00 AM
From: Susan G  Read Replies (2) | Respond to of 120523
 
Evening Update: Equity Funds Get Biggest Inflow in Eight Weeks
By Eileen Kinsella
Staff Reporter
5/18/00 7:23 PM ET

Equity mutual funds reported inflows of $7.9 billion for the week ended yesterday, according to AMG Data Services. It was the largest inflow in eight weeks, with 51% going to growth funds and 44% going to global and international funds. Large-cap equity index funds reported outflows, while international equity funds reported inflows totaling $2.8 billion, which came from all regions except Latin America. Taxable bond outflows totaled $934 million.


From TheStreet.com