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Strategies & Market Trends : TOP 10 1998 Stock Picks -- Ignore unavailable to you. Want to Upgrade?


To: Al Sinopoli who wrote (3)1/1/1998 10:54:00 PM
From: epicure  Read Replies (2) | Respond to of 65
 
Hi Al, great thread. these are my picks for the New Year, but they are only as good as their technicals, which I think are very nice right now.

SDRC(temporarily overbought, but it may be spiking on pending news- hard to say) PAIR SFAM ETEC PRMS KM EOG CTEC and though their technicals are not quite as good, also CHIR and LEVL becuase I think they are at the bottom of their respective cycles. I follow 135 stocks and right now many are giving buy signals.



To: Al Sinopoli who wrote (3)1/2/1998 12:05:00 AM
From: Superhawk  Read Replies (3) | Respond to of 65
 
Al:

Ten stock picks for 1998 include four Year-2000 stocks and one
short that I think will lose revenue because of the "Millennium Bug":

Alydaar Software (ALYD), 15 3/4 (Y2K remediation software);
Ampex Corp (AXC), 2 3/8 (oversold; large-scale data compression/
storage); Biotechnology General (BTGC), 10 3/4 (biotechnology
company with excellent products and a very promising pipeline);
CACI (CACI), 19 13/16 (information technology outsourcing and
Y2K remediation; very attractive P/E); Cyberguard Corp (CYBG),
5 5/8 (computer information encryptation; savaged by year-end
tax-loss selling); General Magic Corp (GMGC), 1 3/8 (manufactures
"Serengeti", a communications and information service that allows
cellular contact with voice and data terminals); Heartsoft Corp
(HTSF), 3/8 (educational software directly marketed to schools);
Sapiens International (SPNSF), 7 13/16 (data migration and Y2K
services); and Topro Corp (TPRO dba TAVA Technologies), 6 1/2
(integration of factory-floor systems and Y2k services).

The short is Cisco Systems, but not at current prices. I think CSCO
will run up in the early part of 1998, perhaps to $70.00 to $75.00,
then decline sharply toward the end of the year. Presently I'm long
CSCO and plan to short at 70.

I look forward to reading other picks and the rationale behind them.
Always interested in other people's opinions.