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 (923)	2/11/2002 9:43:03 AM
From: richardred	Read Replies (2) \| Respond to of 1567

Sam-I've noticed that Electronic Military Systems is a moving group in your screening. The RP is weighted in defense electronics, but most individual companies are diversified somewhat. There's 2 in the RP-that have hit new highs recently-MOG.A & GFF. Also in are -DRS-FEI-HRLY-TDY-STST. Most are not likely to show up in your individual screening due to the small size. Biggest market caps. in defense electronics for RP- DRS-about 450 mill- GFF-about 450 Million-TDY-also about 450 Million and MOG.A- about 250 million. Sam, do you use market capitalization, or sales volume in your screening, or a combination? If so, how big in market cap or sales will get plugged in for screening? Just curious-Thanks- By the way, an old favorite of mine showed up in your recent picks-BMS- I've owned it many time in the past. Don't currently own it. If theres any group I am most familiar with, it's packaging. I work in that industry. RR