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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?


To: Dave Gore who wrote (162)12/28/2001 3:52:47 PM
From: Jimbobwae  Read Replies (1) | Respond to of 16631
 
Dave, Trades mentioned here that are still making cents:

your WM, VLO, SGR, FWC, MIR(courtesy Sftchy y Jane)

tightening stop on MIR thinking it will correct soon

FWC just woke up and should get Jan effect too.

A new one I am in from yesterday is FLR.
Fluor is big in oil development and pipeline construction, have a lot of experience in Russia-especially Caspian, and were the engineers that led the UCL pipeline proposals in Afghanistan.

out of ANF and AEOS for now.

ADSK coming into play...little brother MAPS has done well and broke out today. These are plays on geographic data analysis and management. These should grow due to expansion of communications and security networks and new data management requirements for spatial information.

All the best for the new year,
J



To: Dave Gore who wrote (162)12/29/2001 9:08:40 AM
From: Softechie  Respond to of 16631
 
Take a look at VIAN. Plenty of cash but with weak business plan. They're in IT Consulting business.