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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: Nazbuster who wrote (10258)	6/14/1998 12:31:00 PM
From: Jenna	Respond to of 120523

17 Stocks that 'buck the trend'. Every one of the 17 stocks have been and will appear in my watch lists. Most of them have appeared and will continue to appear as 'earnings plays'.. With all this talk about earnings shortfalls, how much air time is given to stocks that have beat estimates in the past and have had their earnings revised upwards? How many in the list below are in the technology sector? NOT ONE.... Now every analyst is important enough to impact the trend of a stock, every upgrade will add 5% or more to a stock in just 1-2 days. Say one of them is Bear Stearns, Hambrecht & Quist, Merrill Lynch. Now imagine 2 of them or even 3. Now look at the technical charts of these companies: GPS, TRV,LOW,CCL,LTD, etc. They are the ones that bucked the trend in the last 6 weeks and will continue to advance. Every week more stocks are added to this list. When the list below becomes OVERBOUGHT, there will be new ones added each week. After these stocks retreat they will be buys again and again as they continue breaking through resistance. 1> KSS - KOHLS CORP COM at least 2 analysts' revised earning upward in last 7 days. 2> LTD - LIMITED INC COM .RAP At least 2 analysts revised earnings upward in the last week and at least 3 in the last 4 weeks. 3> NYT - NEW YORK TIMES CO CL A CL A .PNE At least 2 analysts' revised earnings upward in the last week. 4> CCL - CARNIVAL CORP CL A .LTR At least 3 analysts revised earnings upward for the next fiscal year in the last 7 days. Put's CcL in the 99th percentile for earnings revisions upward. 5> MEDQ - MEDQUIST INC COM .SER The most impressive in the groups with a consensus estmate of 1.3 6 brokers following it. 5 analysts revised earnings upward in the last 7 days and at least one in the last 4 weeks. 6> MTN - VAIL RESORTS INC COM .LTR At least 2 analysts revised earnings estimate upward in the last 7 days. 7> MIKE - MICHAELS STORES INC COM .RSP At least 2 analysts revised earnings estimate upward in the last 7 days and at least two revised earnings estimate upward in the last 4 weeks. 8> LOW - LOWES COS INC COM .RSP At least 3 analysts raised the earnings estimates upward in the last 7 days and at least 1 in the 4 weeks. 9> AVI - AVIS RENT A CAR INC COM .ARS At least 2 analysts raised the estimate up in the last 7 days and at least 3 in the last 7 weeks. 10> GPS - GAP INC COM .RAP 10 analysts giving it a consensus of 1.8.. 7 upward revisions in the last 7 days, 13 upward revisisons in the last 4 weeks and 1 revision upwards in the last 7 weeks. 11> MAXS - MAXWELL SHOE CO INC CL A .LSP 1 analayst revised earnings estimates upward in the last week. Total of 4 analysts covering with a consensus of 1.3 12> TRV - TRAVELERS GROUP INC COM .FDM 11 analysts' with a consensus of 1.2. At least 2 analysts' estimates were revised upwards in the last 7 days. At least 3 analysts' revised estimates up in the last 7 weeks. 13> HAZ - HAYES LEMMERZ INTL INC COM .APT At least two analysts' revised estimates upward in the last 7 days. 14> RAYS - SUNGLASS HUT INTL INC COM .RSP At least 2 analysts revised estimates upward in the last 7 days and at least 2 analysts revised estimates upward in the last 2 weeks. 15> ABT - ABBOTT LABORATORIES COM .DET At least 2 analsyst revised estimates upwards in the last week. 26 SBH - SMITH KLEIN BEECHAM At least 2 analysts revised estimates upwards in the last week. 16> AEOS - AMERICAN EAGLE OUTFITTERS COM .RAP At least 3 analysts revised their estimates upward in the last 7 days, and at least 1 analyst revised estimates upward in the last 2 weeks, 17> CC - CIRCUIT CITY STRS-C C GRP COM .RSP At least 3 analysts revised earnings estimates up in the last week

To: Nazbuster who wrote (10258)	6/14/1998 1:58:00 PM
From: Judy	Respond to of 120523

Some thoughts on PAIR and other telecoms ... Message 4712150 Message 4712965 Message 4713211 Message 4732239 Message 4761351 Jenna, Re: satellite communications, Barron's is an institutional publication ... institutions do not set the trend, but once the trend is established and clear, they provide the POWER and LONGEVITY for the trend.

To: Nazbuster who wrote (10258)	6/14/1998 2:46:00 PM
From: Jeff Jordan	Respond to of 120523

How do you recognize when to exit a loser when its behavior is more akin to a slow death rather than a sudden drop due to news or a sudden change in fundamentals? Do you go simply by the numbers? -10% and exit, -20%? Daniel, Don't sell PAIR now! I just started buying. Remember ASND last fall...I know you do. Sometimes I enter too early but only after it's off it 52 wk high by a certain percentage usually +50%. For me that is the easiest way to limit downside. The biggest danger is; has the company been broken or is WS over re-acting? In the case of Ascend WS went overboard. We all knew about the products and future so to me it was a no brainer. I feel Pairgain may be in a similar position. I am having a rougher time with SMOD but know I'm right long term. We all get a little jumpy when the surrounding market climate is uncertain, it makes it tougher to stick to your convictions. One other key variable I like to consider is: Will the company perform as I expect in the next 12 mos. Or will it take 2-3 years for product to ramp or company to turn around. It is my opinion the market has changed it's LT strategies toward investing now that fund managers have to show results in the very short term. You have to learn to take advantage of institutions that day trade. Keep a clear head and dump the real dogs....and know the market climate. Yes, it's easier said then done.<g> Jeff