Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Strong Industry Groups - Strong Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Sam Raven who wrote (739)	11/16/2001 10:53:37 AM
From: richardred	Respond to of 1567

Sam: Stop over in recession Investing if and when ESE- ever gets on your screen. A new recession,and completion pick for the portfolio today. I picked it for fundamental reasons, but I would be interested if it shows up on your screenings. As conditions have been changing, I have also made some personal changes to it. Namely in some defense stocks in the portfolio that were trading buys, and now are becoming values in my view. This, when the stocks have retracted while earnings, sales, and prospects are still bright, and the stock price decline is out of line with those prospects.