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


To: Sergio H who wrote (2417)6/28/2003 11:33:06 AM
From: JoeinIowa  Read Replies (1) | Respond to of 23958
 
Sergio,

CRV is a lot like DWYR was for you. Just keeps plodding upward and they have managed to increase sales and earnings. Originally I liked them because the RV market was super hot. I only suggested they be removed to add some more exciting stocks to the list. I have to agree NXTI is speculative at best and not for the faint of heart. At this point before adding more shares I will wait for the next quarters numbers. If they look like I think they will and they offer some good guidance going forward I will probably add.

One other thought on NG. Seems like there was a piece of the supply/demand chart I was not aware of with NG. Although they are finding less NG each year than we are using they are able to pump more of the current reserves by increasing pressure. This only dwindles reserves but when the price was $6 everybody was pumping to the max. In the long run this could make for a bigger problem unless exploration really picks up. I'm softening my stand on NG a little but I am still heavy into TMR. Latest wells look very good and they will report flow rates in a week or so.

IDEV I have to admit has exceeded my expectation over the last few months. I liked them because they have about 5 different drugs in process. At first I thought they might be spread too thin but if they can get the approval for the first one it should fund the rest. A good strategy going forward.

Have a good weekend. Right after the 4th headed on vacation. No computer or phone(well if we get cell coverage I will probably check the stocks once a day. LOL)

Joe