SI
SI
discoversearch

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 : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (21524)10/22/2000 12:48:41 PM
From: Ken W  Respond to of 29382
 
Sergio,

"some weeding down"

I took the list of those about to report. First I wanted only companies with positive trailing earnings and traded at least 100k shares per day and had market caps over 50MM.
Then I took what just looked good at the face of things by charts and news releases. I have not done any detailed charting or SEC searches yet.

The three are SCIX, BRKT, and TLXN.

SCIX is trading below book of 12 and change. Problem is it is a ME company so things are jittery about the future. If it all settles down it will be nice, very nice.

BRKT I have to really look into. The PE, earnings past etc. are looking very undervalued.

TLXN for the reasons posted last night. 1/2 share of SBL for each of TLXN is a nice premium for what TLXN should be trading at. The charts are mirrors of each other and the deal is not done until Nov. Anti trust is out of the way etc. All it needs is shareholder approval from TLXN.

Now, if Ray, Joe, DD, you or any others come along with 3 then we can narrow it down even further by those with the most votes per stock. Hey, this is getting like an analyst meeting!

Ken



To: Sergio H who wrote (21524)10/22/2000 4:07:25 PM
From: Ken W  Read Replies (1) | Respond to of 29382
 
Sergio:

Drop BRKT and SCIX..BRKT is too involved in the Interspeed IPO to risk. Every scum sucking securities lawyer and his mis begotten brother are after Interspeed and BRKT. (no offense intended to any lawyers out there)

SCIX is risky too as the MidEast situation is just too messy.

Ken