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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (1798)	4/28/2003 5:44:07 PM
From: Sergio H	Read Replies (3) \| Respond to of 23958

Joe, I'm a little worried about the market in general. Earnings have been coming in above expectations, but these are reduced expectations. This in mind, I'm still leaning more on the value plays and special situations than on investing in growth. Good job on IDEV. IPSU I haven't bought. FDP earnings tomorrow. Should be interesting. BRW is going to be dropped from our folio in a few days. If you guys like CHU, we'll add it in. I also like ASVI and CLTK. Haven't ahd an opportunity to look at ASVI's earnings report yet.