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Strategies & Market Trends : January Effect 2001 -- Ignore unavailable to you. Want to Upgrade?

To: Doc Bones who wrote (93)	12/25/2000 7:57:26 PM
From: SemiBull	Read Replies (1) \| Respond to of 289

"...IFMX - Good software, bad business" Might u define what you mean by bad business? Database business or e-commerce applications business?

To: Doc Bones who wrote (93)	12/25/2000 10:26:40 PM
From: Q.	Read Replies (1) \| Respond to of 289

Doc, you did well in picking stocks that meet the criteria, and you made some helpful comments as well. Based on the financial statments, I'd pick RAZF as the least risky of the stocks you listed. re. safey, they've got a lot of cash (stock is selling at about 1.2X cash) and they have positive cashflow from operations. The stock is selling slightly below net tangible assets, which is something that might please even Graham and Dodd. That's all from reading the financial statements. The chart does look like tax-loss selling. I don't know a thing about their prospects or the quality of their management.