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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (1)	2/19/2001 12:45:22 PM
From: jim_p	Read Replies (2) \| Respond to of 23153

Let's start the discussion with tech stocks, since they were sold off Friday and are sitting at the low end of the Naz support level. Naz 2400, floor or ceiling? My prediction, Naz 2400-2300 will hold. Tech stocks will be the market leaders in 2001. It is a great time to sell defensive stocks, and be over weighted in tech stocks. What are your top five tech stocks for 2001? My list for full positions at today's prices are: AVT ACTM NANO ISSI NITE ADM Also like partial positions in NSM, MU, DELL, INTC, SUNW, CSCO and ORCL at today's prices. Jim

To: kodiak_bull who wrote (1)	2/20/2001 7:38:31 AM
From: chowder	Read Replies (2) \| Respond to of 23153

Hello Kodiak! Thank you for the invitation. I see we have some very distinguished members already on board. It looks like the sharpest group of Republicans I've seen since the National Convention. A couple of tips for you KB. Watch this guy Ed. He's a very ambitious individual. The rumor is he's lobbying to head up a vast right wing militia group. He authored the "trickle down" economic policy put out by one of his fellow Californians. He has my full support though. this guy ed from england, wants us to believe he's a man. his background has given him away. he can't fool me, can you nurse ratchet? (please note the lack of caps. see how perceptive i can be? i'll be watching you closely.) I'm of the opinion that tech is where to invest in the short term. I picked up NT at 20 last week. I'm looking to pick up GX and GLW today, depending on how they open. I won't chase them if they gap up at the open. The Naz futures are up 36.50 the last time I looked, so we'll see what happens. I'm in the process of trying to find some longer term investments to get into in the near future. I've started some research, but I have more to do. I am looking for stocks with PE's under 20. Growth rates above 20%. Earnings per share of at least $1.00. Little or no debt. A price to sales ratio under $2.00. A return on equity above 20%. Profit margins in excess of 20%. And most important, the last seven quarters (minimum) with increasing revenues and increasing earnings over the corresponding quarter. I have come up with 10 stocks so far. I don't own any of them. As I've mentioned, I still have some DD to do on them, but I thought I'd pass them along for anyone who may be interested in checking them out. Comments are welcome, (even from you California guys). The 10 stocks are: MKSI CATS ASFI INIT MBLA TTMI ACLS DRAM KDE TSMA I didn't limit myself to the tech sector. Money earned, is money earned! dabum

To: kodiak_bull who wrote (1)	2/25/2001 1:25:55 PM
From: Ronald J. Clark	Respond to of 23153

Breath of Fresh Air What a pleasure to read the posts over here. I look forward to the civilized, infomative discourse. Ron Clark

To: kodiak_bull who wrote (1)	2/25/2001 8:14:47 PM
From: Lee Fredrickson	Read Replies (1) \| Respond to of 23153

kodiak..and one..and all, Thanks a MMBbl for steering me to this refuge. Appreciate the helm and the thread. Lost some in the last OFS debacle (late '97); made it back in techs; lost it back by staying too long at the fair, again. As a Norwegian, it takes a bit more thumping to get me to learn. Plan to lurk here for awhile, 'til an interesting link to share, or whatever comes along. Adio, all, and thanks again. (Where's my NY pal, diana g, she shoulda found this place by now?? Lee