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

To: rich evans who wrote (4677)	3/29/2002 2:58:48 AM
From: Dave Gore	Respond to of 16631

Rich, what a great post. Very detailed and it sounds like you really know the EMS area well. Assuming your numbers are correct, it makes my feeling on SLR even stronger. I do agree that this is a longer term story apparently. SLR has to get back in the good graces of Wall Street again and that is going to take a while. I was gratified to see those 2-3 big deals this week and the stock finally run up 10% or so today. I feel I need to explain to some that are new to the thread that SLR is something I bought because of its low share price, positive news this week, and future potential. In other words it has pretty safe and positive LONGER TERM Reward/Risk potential. It is NOT a stock that is undervalued right now based on current fundamentals, like I think ESST is. This is one of those stocks that I might even risk buying some LEAPS on at some point (not yet). FLEX is one stock that I became really interested in again after listening to their latest C.C. The CEO is a really together guy and it is a well run company. We loved it at $14 a few weeks back and the mid-20's should be no problem a year to 18 months from now if the economy keeps churning. We need to really watch this sector. The revenue and earnings can turnaround quickly. It's one that heats up relatively fast when the economy does. It's still early but getting closer. PS-- JBL and CLS and others are ones I have not studied as much, so I appreciate your info.