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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Robert W. Popejoy who wrote (23368)	1/15/2001 2:00:51 PM
From: Sergio H	Respond to of 29382

SLR, WCOM and ISSI all have good looking short term charts. Three good candidates to move above their respective 200 day MAs. and higher. Robert, you might enjoy the StarMine web site as a tool for new plays. Good place to mine for stocks/sectors receiving earnings upgrades and likely candidates to beat estimates. www.starmine.com Sergio

To: Robert W. Popejoy who wrote (23368)	1/17/2001 10:03:57 AM
From: Sergio H	Respond to of 29382

SLR INVESTools Tech Advisory, January 16-19, 2001 By John Brobst, Contributing Editor 1. Techs, Internets Dominate Report on Picks for 2001 (SLR) Every year, the venerable Dick Davis Digest asks leading investment advisors for their #1 pick of the year. Part One of this year's report was just released, and it includes 47 stocks and seven funds; Part Two is due out in two weeks. High-tech and Internet firms dominate this year's results. "While many of these ideas offer true home-run potential, they also hold greater-than-average risk," says editor Nancy Zambell. She says to diversify across several stocks and sectors "to protect against strike-outs." Zambell leads off the report with Alex Miselson, Director of Investment Strategy for Paragon Capital Markets. His top pick is Solectron (SLR), the provider of outsourced electronic manufacturing services. Outsourcing allows companies to concentrate on keeping up with the creative part of their businesses. It also helps them avoid the rising cost of frequent assembly line retooling and to get products to market faster. "The more IBM, Hewlett-Packard, Cisco, Nortel and dozens of others examine and ponder their own future, the more appealing outsourcing appears to them," Miselson says. Solectron's financials bear this out; for example, revenues more than doubled year-over-year and earnings are rising substantially. Solectron just inked a major deal with Sony. "Solectron is far from being wildly popular with, or even well known by, the stock buying public. That's your good fortune," Miselson says. "Buy." investools.com