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

To: epicure who wrote (7)	1/2/1998 9:15:00 AM
From: Superhawk	Read Replies (1) \| Respond to of 65

You asked if I picked the stocks on my list based on fundamentals or TA. Probably least on TA, although I expressly bought Ampex on 30 Dec because of a volume spike, and Topro earlier in the year because of constricting Bollinger bands and other TA signals. However, the thing that draws me to stocks in the first place is usually a theme. For example, the Y2K story is real and, as yet IMHO, underfollowed, hence the heavy bet on Millenium stocks and the CSCO short. The digital/internet explosion prompted buys in AXC, CYBG, and General Magic. And I believe biotechnology will grow some huge winners, thus the BTGC pick. In other words, sector analysis leads me to the area. It's then a matter of picking what I think will be the winners based on fundamentals, technical analysis, trends, intuition, and who-knows-what-else. Thanks for asking. What's your investment style? What do you see as emerging trends as we approach the turn of the century?