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Strategies & Market Trends : Value Line Investment Survey -- Ignore unavailable to you. Want to Upgrade?


To: KevRupert who wrote (120)8/1/2001 4:36:26 PM
From: OldAIMGuy  Respond to of 219
 
Hi A, There's lots to choose from! The Meat Axe work has already been done for us, so most of the fat's been removed.

My personal favorite in the equip. suppliers is ADCT. It's just been trashed along with the rest. ADCT is a former resident on V/L's "Highest Growth Stocks" list but was "delisted" not long after they dropped its "Timeliness" rank to #5. (of course it was #1 when the price was around $40!) I own quite a bit of the stock now as I've been accumulating shares for a very long time.

ADCT's main business is in the connection of cable and fiber optic transmission lines in the "last mile." It's my thought that this area will be the first of the telecom equipment suppliers to start to recover.

My ADCT account is currently showing a loss. I hope that its book value and cash position will finally show where support for this stock should be.

Best regards, Tom