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


To: aerosappy who wrote (8080)9/17/2001 8:01:30 PM
From: energyplay  Respond to of 23153
 
Thanks, aerosappy, nice list.

Be interesting to see where they are on November 1.

Best Regards, energyplay



To: aerosappy who wrote (8080)9/18/2001 2:27:49 AM
From: Raymond Duray  Respond to of 23153
 
Yours is a most interesting post and a most interesting list. I worked, briefly, peripherally and definitely not terribly profitably for INVN. Their scattershot approach left me with the notion that this one can be kited by promoters and momo, but otherwise is unwise. JM2C



To: aerosappy who wrote (8080)9/18/2001 9:26:44 AM
From: Wowzer  Read Replies (1) | Respond to of 23153
 
Aerosappy let me add a couple very small, no liquidity type stocks that have an excellent chance to benefit from what is going on.

FTEC: The company makes, sells, and services fire alarm, life safety, and communication systems, primarily for New York City buildings (about 85% of sales). New York safety regulations for high-rises led Firetector to design its COMTRAK fire-detection systems, which are used in about 100 buildings. Firetector also markets security and intercom systems used in apartments, hospitals, schools, and subways.

NSSC: Napco Security Systems' products stay alert for intruders and fires in both residences and businesses. Products include fire alarm controls, door alarms, digital-access control locks, alarm control panels, and infrared-heat detectors. Napco also makes personal emergency-response "panic buttons," which are used to summon police or medical help. The company sells mainly to independent distributors and wholesalers (90% of sales). Company is also based in NY.

Financials on both look good trading less than book and sales and low PE. Worth a look in my opinion.



To: aerosappy who wrote (8080)12/10/2001 12:04:58 PM
From: aerosappy  Read Replies (3) | Respond to of 23153
 
INVN. Where to from here? Sales were $5.19/share ttm. At almost 35, the stock may have gotten ahead of near-term prospects. I wrote covered calls last week, but I was too early....

Per #8080 & #9172 below, on October 4, I bought VSNX at $12.91, INVN at $11.75, VISG at $8.5, ICTS at $8.65 and MAGS at $10.75. A month or so later I sold MAGS, ICTS and VISG at prices near break-even. I wish I had the courage to buy much more INVN in two months ago!