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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (3685)	3/30/1998 9:52:00 AM
From: Richard Barron	Respond to of 78661

Paul, Most are up 15-25% in the 11 weeks since the past post. HDCO (which was on the watch list) is the only one with less than 15% gain (an actual 15% loss) and MAX is up over 40%. My current thinking is still that I like all of these long term with APPB having the most long term competition. Short Term: APPB - Hold until it breaks above 24 and then accumulate. This could take months to a year. DSWLF - STRONG BUY still. ADD above 23 as it should run to 28 within a week of crossing 23. ELXS - I sold mine at 16-3/4 after incredible 50% runup between earnings and then slowdown in profits. I hope to buy in the 11-12 for a long term hold again. I may have to pay 14 to get any. HDCO - I never owned since 1996, and am tempted below 37. I think PC's will get hot with Windows 98. This company has good management but I don't know if Year 2000 problem will effect them. I'll probably buy soon. MAX -40% runup with no revenue growth. Take 1/2 off the table near 9 and buy around 7-1/2 for intermediate timeframe traders. MEOHF. Short term dud. Commodity is selling at lows. I took my 15% profit for the short term position. I hope to buy back near 7-1/2 to 8 again. NTAIF - No revenue growth, but still undervalued. Should do even better when ASIA heals. OO - I sold 1/2 near 12. Hoping for one last pullback under 11. It should run well this summer unless company is a dud. All the troubles with Sunglass Hut should be done. regards, Richard p.s. Look at strength of VIP. A breakout above 42 may get this to become a CANSLIM momentum type stock. Great earnings in a tough Russian economy.