SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?


To: Jay Rommel who wrote (4244)10/27/1998 10:38:00 AM
From: Beltropolis Boy  Read Replies (1) | Respond to of 7342
 
***OT***

I didn't know you were a LGTO man. I sold my LGTO long last
Friday. I am starting to review and consolidate my holdings.


jay.

thanks for noticing. for the record, i'm currently not a shareholder of legato, but have been avidly following it for some time -- many of the stocks i own (and track) are of the high P/E, high earnings growth, momentum-ish variety. fwiw, i discovered it while toying with william o'neil's CANSLIM screen (including a few of my own personal fundamentals like ROE, profit margins, and debt). but please don't take that as an endorsement of o'neil, particularly his +25% / -8% churn criterion. or his cuppa cuppa charts. i'm strictly a long-term investor.

if you indeed like(d) the fundamentals of LGTO as long-term investment--vice trading--and aren't deterred by two to three score P/E's, then i invite you to do your own due diligence on paychex (PAYX) and safeskin (SFSK), two of my favorites. while not as 'glamorous' as LGTO, they're both niche players, in the payroll services and medical glove business, respectively, with excellent fundamentals and growth potential.

i'm as wary of hype as the next guy, so my apologies if you infer this as such and for cluttering the board at large.

-chris.