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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: Paul Shread who wrote (1526)9/13/2001 1:41:25 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 36161
 
(OT) Paul How many do you want. Try PRLX, OSIS, and SEMX for openers in small caps. Selling right around book value- GSLI, NEWP (mid-caps), and ASYS and RADN(small cap). SPLI unfortunately just got taken private by TMO because it was so cheap. And a number have large holdings of cash to boot. They are literally everywhere....

Finally if you want growth in a biotech look at AMRN out of the UK. I bet most people have never heard of it....
I own about 80% of those stocks and have targeted three more which I'll post next week after I buy my "thunderous" few hundred shares in each, ha!



To: Paul Shread who wrote (1526)9/13/2001 2:51:40 PM
From: Crimson Ghost  Read Replies (2) | Respond to of 36161
 
P/E's in cyclical industries are always very high at the bottom as earnings shrink or vanish. Oil service is a good example. P/E ratios were much higher at OSX 50 than now at OSX 80. The key question is what are P/E ratios assuming normalized earnings?