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Strategies & Market Trends : Let's Make REAL MONEY (Big, long-term cap. gains) -- Ignore unavailable to you. Want to Upgrade?

To: RavBruce who wrote (82)	12/25/1997 9:09:00 AM
From: mozek	Read Replies (3) \| Respond to of 135

This does seem to be a sorely needed thread among the rest of those designed for trading. I've been using a combination of buy/hold and trading. Done reasonably well on both, and saved myself some large losses by trading out of positions when the technicals gave strong warning signs. The catch is that the stocks where I've avoided meltdown through trading were not generally buy and hold candidates. Currently, the time looks ripe for a buy and hold strategy on a number of excellent stocks. My current favorites are: MSFT - may drop further, but looking very attractive. I should mention that I work there, but I have not purchased stock over and above the stock purchase plan since late '95 when fears over the Internet brought the price from 119 or so down to the 80s. In retrospect, that was an excellent decision. Right now, I see great things happening internally that will payoff over the next few years. Barring a major detrimental impact to MSFTs business by the DOJ, which would be a tragedy for the US, I think that any price under 120 is a steal. Earlier this year, I sold MSFT out of my 401K when we passed 125. I'm glad to get a chance to put it back. CTEC - Small company with a better mousetrap. The Cholestech LDX blood analysis system is the only multi-analyte CLIA waived (means it can be used by untrained personnel) blood testing system. The devices are installed in some pharmacies around the country, and are making their way into many clinics and doctors offices as well. Further push into the pharmacy market should continue well into the year 2000. In addition to the LDX unit itself, disposable cassettes are used for testing, which ensures continued, repeat revenue from existing customers. EAGL - Extremely well managed, customer preffered, quickly growing hardware and home supply business. Sells at close to a 50% discount to HD, but has a slightly higher growth rate. INTC - I think that Intel could drop further, but they are in the process of making the transition to lower cost systems and streamlining their business. They're also readying the next generation CPU, Merced, which will be the computing platform for entry into the 21st century. CPQ - Covering both the low end, sub-1000 PC market and the higher end, server market through its recent Tandem acquisition, CPQ looks well positioned to grow greatly for the next 5 years. Once the Asia situation is back on the upswing, which I believe will start to happen in mid-1998, MSFT, INTC, CPQ and DELL will be booming. I prefer CPQ to DELL because of the discount price and added value from Tandem. Just some ideas. I'd like to hear others. Thanks, Mike