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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: Skywatcher who wrote (92)	8/18/2003 11:27:52 AM
From: richardred	Read Replies (1) \| Respond to of 7265

Chris-After doing a little homework. I beg to differ on TTEK. Exactly the kind of companies big defense is looking at. A GD recent pick up a good example (Homeland security)(premium stuff). The domestic and International water and utility infrastructure fits the bill. If I based it on market valuation and earnings, it would be a no. At a glance, it does look fully valued. I'm adding it. As you said long term fundamentals look good. Part of the strategy, I employ here. I've played Ionics a few times as a leader in water technology to. I'm adding both picks, but WABC is richly valued. Like IDE, both not likely have much of a premium if put in play. We also have more room in SITT now that IDE is in play. RR :+ ) I will keep politics out of this thread. Better to keep them separate, as I have learned. As you know, I have an alternative now, where I can mix both.