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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (28055)	2/10/2002 12:57:46 PM
From: Ken W	Read Replies (2) \| Respond to of 29382

Sergio "So, while I'm sticking with the same horses, what's on your periscope for the coming week?" In the little guy catagory: SATH.....earnings are due on the 14th. The recent pullback to low 3 attracted me to rebuild a trading position. Notice that the new 52 week high set at the end of Jan. was on well over 1 million shares. The former director is about of shares to sell, regeristering (hopefully his last 190k shares last week) On the larger type of stocks VARI: A play on the airport security front. While people are looking for the companies to that sell the actual machines, these folks make the stuff that goes inside of them. One cannot be done without the other. Unlike INVN, VISG and ehehmmmmmmmmm CPHD VARI actually has earnings, a PE (a little high at 30), but just announced a 17% increase. On the medical device front I'm sticking with CDIC and DFIB...Ditch's link to medlink tells all of the storys that I like. CDIC should be saying something soon about two new partnerships this Q. I also like the idea that the company has increased their sales force from 34 at the beginning of 01 and now has 54 sales and increased there tech. advisor base from 4 to 7. This sales force is going after the smaller (less than 100 bed hospitals) while they are in partnership with GE tech. to go after the bigger fish (over 100 bed hospitals) The downside to the stock is that there is some overhand (I mean overhang) from the Paulson Trust. That can't go on forever though, as they are down to about 7 million shares. TA wise....SATH as close to 3 (most likely 3.15 to 3.25) VARI as close to 30/31 with a target of 40. DFIB 3.75 as it continues to show support there. CDIC 5.00, add at 4.50 if it breaks 5.00...this is getting grossly oversold. Ken Ken