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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 (2026)2/1/2002 12:17:44 PM
From: Mr.Manners  Respond to of 16631
 
thanks Dave - their deal closed yesterday - they present next week at a conf - and I believe Bush does some budget with healthcare next week - as well, UNH reports - and several healthcare commpanies have received upgrades last few days

also making new yr high

I'll hold for now



To: Dave Gore who wrote (2026)2/1/2002 12:19:43 PM
From: Dave Gore  Read Replies (2) | Respond to of 16631
 
SLEEPING GIANTS - SNWL, RFMD, MENT, RATL are all strong RS stocks that I keep watching. SNWL and MENT are approaching their lower B-band and are particularly interesting.

SCH has pulled back and could be ready to move up next week as well, if the sector and market are reasonably strong. MIR still looking good and possibly following the same pattern as HAL after its C.C. when it rose for 4 days in a row.

RSAS is the most speculative buy of the lot as it is not a strong RS stock but has pulled back 35-40% from highs on relatively minor bad news. The SEC investigation is minor and involves nothing material and they actually mostly guided UP for 2002 (25-33 cents EPS .27 eps consensus)



To: Dave Gore who wrote (2026)2/1/2002 12:20:08 PM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 16631
 
Dave, earlier I understand there was a 100K block buy of MIR, that is pretty good size.

bruce