To: LastShadow who wrote (11002 ) 7/6/1998 4:23:00 AM From: Jenna Read Replies (1) | Respond to of 120523
E-mail queries.. I feel that in the next 2 weeks the better trades will be the companies that are projected to have good earnings reports. The 'earnings warnings' have mostly come and gone now. I've traded the same way for the 10th season and especially in July. I've compiled a list of about 50 companies and only about 15-20% of them are technology companies. If you chase your favorite companies you might not do as well. I'm expecting to make my trades in financial, business services, building, software, Food,Drug manufacturers, Cement& aggregates, Aerospace,furniture, regional airlines, and Broadcasting/radio tv.. There is a fair smattering of software companies but computers, networkers,semiconductors, oil services and other technology companies will not be focused on. I will not be holding longer than 3-4 days and I will always as a matter of habit check the internet sector every morning. In the next few days I will also be checking the oil service sector since I expect a rebound if only intraday or 1-2 days. The best way for me to accumulate the most profit has always been from hopping sector to sector and not 'waiting out' the downdrafts of the unfavored sectors. NSCP: I will definitely be going back into this company.. We've had it since 26-28 and are now out of it. It's got a lot of upside left. I'm still holding LCOS. I'm still bullish on SFNB and would look to hold that intermediate. Apologies if I can't get to all your e-mail queries. I'm over 125 e-mails a day and although it's gratifying, its hard to keep up with. By the way those of you who have not been able to get your subscription I've sent you a copy of the new newsletter. We should be okay tomorrow.