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To: Jorj X Mckie who wrote (3265)6/14/2002 6:01:12 AM
From: Jorj X Mckie  Read Replies (2) | Respond to of 17639
 
Gold up 2.50 to 3.20
kitco.com

Int'l markets not looking so hot
quote.yahoo.com

Futures looking pretty bad right now
cme.com

CONTRACT LAST NET CHGE CONTRACT LAST NET CHGE
S&P 500 SEP02 998.60 -1310 EURO $ JUN02 98.1175 +.5
E-MINI JUN02 998.25A -1250 SEP02 97.93 +5
SEP02 998.50 -1325 DEC02 97.49 +7
NSDQ100 SEP02 1093.00 -2550 MAR03 96.92A +9
E-NASDAQ SEP02 1093.00 -2550 JUN03 96.325B +8.5



To: Jorj X Mckie who wrote (3265)6/14/2002 11:39:54 AM
From: Dave Gore  Respond to of 17639
 
Jorg/ALL ----I'm Making a "Best Stock/Sector" list going forward. Would love your thread's input. I'll repost on the Gore thread from time to time and hopefully we'll all critique the list. If some stock on the list is a stinker, don't be afraid to say why if it's based on solid info. The GOAL is winners!

(SEE LIST BELOW --- I'll add to it, but be specific as to why it's a good pick - short and long, hopefully)

Would like to know any input you guys have on promising sectors or stocks going forward. PE's and PEG's are more important in this market and www.nasdaq.com is a good place to get these. None of us is foolish enough to think that stocks will go up just because the PE and PEG is compelling, but odds of success increase, especially over the intermediate term.

Also, some sectors like Drugs have a better record of meeting consensus than the more volatile tech sector, so that's a plus. Feel free to PM me or post your thoughts publicly to my attention on sectors or stocks we may be missing and WHY! (you should post "WHY", otherwise it's just a pick... try to be specific!

****

Some stocks are getting downright cheap. Which are the best? I am making a list.

1. Security (esp. those to benefit from increased gov. spending)
2. Drugs
3. Biotech
4. Mortgage related, financials stocks, housing on pullbacks?
5. Select tech (low PE's and PEGS) in the "right" niches
6. "Cheap" stocks that will benefit for a WEAK U.S. Dollar.
7. Gold and Silver
8. Gaming
9. Under $2.00 with real promise - convince us
10. Energy?

1. SYMC, KEA, ACN, CSC, VRNT. ORB
2. KG, ADVP, PPDI, PRX
3. MLNM, AMGN
4. WM, ANFI, FNF, MIMS
5. ESST, NVDA, BMC, BEAS
6.
7. HGMCY, GG
8. AKLM
9. CMPT, HQNT, XYBR
10. MIR