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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 (380)	1/4/2002 11:49:59 AM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Remember: Open your eyes to sectors other than tech in 2002! Defense and Detection: GD (up 4 pts since recommended) and STE (recent pick on great news yesterday and PE of 22 est. for 2002). Education: SCHL and MHP (which has done nicely since recommended) and low-priced LSPN up a little since recommended too (a company with award-winning education products). They should all benefit by a dramatically increased spending budget approved by Congress in the last session. Biotech and Drug - temporarily being beaten down as money has flowed to the hot tech group, but you know it will come back when tech cools down. MLNM down from 35, now 22-23 and many solid names like BMET, KG, MDT, JNJ, MYL, PFE, even AMGN and IMNX looking tempting here, etc, etc. Healthcare - love HCR on dips and prospects. I don't follow this group real closely though and am looking for other high growth/low PE names. Oil and Gas: I am not real comfortable here yet, as I think it is early, but there are some good names like NBR and SEI, COO, and others, for diversification sake. Anybody else have ideas or thoughts? C'mon, stick your neck out and tell us what and why! We'll respect you in the morning....we promise...lol! Seriously though, it would really help to share and communicate, not only to give some ideas to all, but to prevent each of us from perhaps making a big monetary mistake.