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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: Jenna who wrote (7598)	4/14/1998 3:04:00 PM
From: Carl Pergler	Read Replies (1) \| Respond to of 120523

Jenna: Any thoughts on CPQ as an earnings play and longer term? Thanks and Regards, Carl

To: Jenna who wrote (7598)	4/14/1998 5:08:00 PM
From: jbe	Read Replies (1) \| Respond to of 120523

Jenna - Thank you, thank you, for STLY! I am a buy-and-hold type who has decided to start a "short term portfolio" on the side, for pin money at those times when my long-term portfolio stalls out. This means I can buy stocks that do not meet all my criteria for long-term holds, but are likely to make me some money in a few days time. I happened on this thread looking for leads, and downloaded your April 13 newsletter, with all its earnings plays. I was delighted to see STLY featured, and went out and bought it for my "short term" portfolio. STLY is a stock I have been following for quite some time, but hesitated to buy for my long-term portfolio since I already own two furniture stocks -- MLHR and ETH. (ETH also beat analysts' estimates this week, but apparently not by enough! It went down by over 8% today, but my gain in STLY more than made up for it. In fact, I may replace ETH with STLY, which meets my long-term criteria very well!) Then I took a look at the post-earnings report record of some of the other stocks you recommended -- and my! It's like shooting fish in a barrel! So I put a few more toes in the water, buying a bit of HON, WERN, and PIR. We shall see. I'm not experienced at this short-term stuff, and am likely to be somewhat slow on the draw, but you may be sure I will be following your recommendations closely. jbe