SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: Stefan Gruenwald who wrote (1634)3/11/1998 12:00:00 PM
From: Sandra  Read Replies (1) | Respond to of 29382
 
Stefan,
Oops sorry about re-post on hybr. Wasnt reading the thread, just my favorite bookmarked amigos.
Your list looks good too.
Thanks,
Sandra



To: Stefan Gruenwald who wrote (1634)3/12/1998 6:39:00 AM
From: Cary C  Respond to of 29382
 
Hi Stefan, HYBR definitely looks very interesting. If I was home yesterday morning I would have bought it just because Sandra did.

The amigo's like CHSE a lot. It's legs got a little wobbly with the high techs earnings reports. I don't believe that people have grasped the full impact of their recent acquisition. They are still concerned about "asia".

Beav is a good company. One quick thought comes to mind and that is with the recent problems with Boeing production I wonder how this will effect their business short time. Even though they have the backlog, I wonder how the street is reacting?

KLIC is the one that got away from the amigo's. Sergio wanted to do a short term trade when it was around 19 but all of us couldn't agree.
Then Mike wanted to when it was around 21 but all of us couldn't agree. It preceded to go to about 28. We are watching.

Even though there appears to have been emotional exuberance with the internet stocks, I personally still wouldn't bet against them right now.

Cary