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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Stephen who wrote (37600)	7/2/2002 3:10:54 PM
From: Paul Shread	Read Replies (2) \| Respond to of 52237

Stuff that I think is relatively safe at these levels, Stephen. HD, UTX, C, PAYX, ADP, PZZA, MRK, PFE, and SBC. Of those, SBC is the most debt-laden and at risk, but I like the way it's behaving. There were others I was thinking of and may still add (GE, AA, TXT, BLS, ORCL and CSC to name a few), but I want to keep cash high here (at about 70%). I may add more if we get something closer to capitulation in the next few days. Am looking for free cash flow and historically low valuations. Paul