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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (6719)	3/29/1998 10:29:00 AM
From: Crossy	Read Replies (3) \| Respond to of 120523

L.Shadow, thanx for Your suggestions. I know how important time factor is, so I do not want to waste Your precious resource.. Let me comment on the stocks You described also.. AT is average risk IMHO - comm industry currently enjoys a premium, so this could climb higher. ANAD is in an interesting industry, RF products for wireless & telcos. From my own research I think the competitors are: SPCT, PWAV, MPDI, ANAD, RFMD. When You do fundamental research & compare the PSR ratios of the four You will notice: 1) staggering order patterns by customers (telcos and wireless infrastructure deployment) 2) market is going to boom especially with CDMA segment (perhaps 20-30% annual growth til 2000-2005) - which is a divergence signal in light of current valuation of the whole group - could point to a good investment opportunity 3) AFC shortterm impact sent many stocks of the group down from September/Oktober valuations peaks 4) Industry PSR is at approx. 2 PE ratings are surely distorted due to shortterm impact of AFC and the staggering demand patterns. This makes it difficult to asess viability of the investment 5) most stocks of the group came down and were more than halfed in price, looks like a general investment opportunity 6) Some (RFMD, SPCT, PWAV) will most probably remain stagnant til the end of the current earnings quarter - either they already issued a warning - pertaining to current quarter or are likely to miss. PSR Ratios are somewhat divergent: cheapest: MPDI & SPCT (PSR < 1,5) around 2 PSR: ANAD, PWAV more expensive with regard to PSR: RFMD My own strategy is currently to enjoy MPDI runup. I may however swap that with ANAD, PWAV and / or SPCT later (this or next month). All 3 companies are expected to undergo special charges this quarter, resulting either in losses or breakeven. The conference call and broker upgrades might provide us some clues.. best wishes CROSSY

To: LastShadow who wrote (6719)	3/29/1998 7:27:00 PM
From: Jerry Olson	Read Replies (2) \| Respond to of 120523

Lastshadow HI<g>.. I'm back from a wonderful weekend in Boston...geez it was nice getting away from these markets...:>} Anyway did I say 9000?....NOT!!! ......YET!!! I HAVE been known to be wrong<gg> Sold CCL Fri morning from the car, nice profit...i'm happy...BTW i've been noticing earnings plays...My feelings now are NOT to hold thru eps announcements...Play the stock the day of, if your expecting good numbers, but sell into that excitement..This is my general comments to everyone... I held CCL because it posted great numbers, but my thoughts are if the street does not upgrade the stock by the next day, sell it!!!! And of course I'm playing breakout stocks that are alredy at their highs... With OPEC on Mon & FOMC on TUES noway was the market going to 9000, kinda stupid of me huh? I'm watching the Airlines especially AMR...we could get a nice pullback in the sector because of all the jawboning in OIL...Remmeber these stocks will provide stellar earnings this Q... Watch List... ICIX----BASING FOR A BIG MOVE---TELEPHONE AMR---JUST TALKED ABOUT IT GSTRF--REMOVE-- TROUBLE IN KOREA SELLING ALL THEIR SHARES... AOL---THE INTERNET IS STILL SIZZLING MLHR---SHOULD POP LHSG---IT REVERSED UP-- I DID SAY BUY THE DIP WSGC--SAME HERE HBOC---BASED AND READY LEH---ANNOUNCED LET'S SEE VOD---WILL EXPLODE NOW... LONG APR/MAY CALLS CCL---SOLD WFMI---BREAKOUT-- VERY POSITIVE-- HOLDING PFE---ANNOUNCED AS I THOUGHT, WILL HOLD ALL THE WAY OUT... RXSD---GOOD EARNINGS PLAY, DID NOTHING, FOR A COUPLE OF DAYS, THEN GOT DOWNGRADED...I MIGHT JUMP IN HERE AGAIN...IT SOLD OFF 6-7 POINTS OR SO...I NORMALLY DON'T AVERAGE DOWN... AHP---IF IT DOESN'T MOVE THIS WEEK I'LL SELL IT.. KSS---HOLDING I THINK IT WILL MOVE NOW LHSPF---2-1 STOCK SPLIT OK'D IT MOVED NICE I'M HOLDING YHOO----YHOOO<G> LOOKING TO GET INTO SOMETHING ON MY WATCH LIST BUT FEEL A LITTLE CAUTIOUS HERE...MIGHT JUST SELL EVERYTHING AND GO TO CASH THIS WEEK... STILL SHORT KLIC...LOOKING TO SHORT AMAT-NVLS-KLAC ASMLF etc...I'LL POST ANY TRADES I DO, WHEN I DO THEM.....:>} Regards, Jerry PS & BTW....HELLO TO CROSSY, WELCOME MY FRIEND...THREAD I KNOW CROSSY HE'S A GREAT TRADER WITH EXCELLENT KNOWLEDGE OF HIS SELECTIONS...HIS SPARKLE AND INSIGHT WILL BE A NICE ADDITION HERE....