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To: Dale Baker who wrote (1701)11/8/1998 8:19:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Portfolio Update: what's hot and what's not.

AES continues to inch up to my target of 48ish. I have a tight stop behind the current price I case it suddenly pulls back. I would then look to rebuy down close to my current purchase price just over 40.

AOL: stock split coming up soon, now pushing its all-time high. Stop in at 130 but not expecting a pullback until well after the split sometime.

HS: looks like it is settling down after its wild jumps. Trailing stop in at 15 just in case, but I expect a more restrained move upward from now on. Still a great value play. CNBC interview with CEO the other day helped the cause.

FFC: back to being a steady performer, up about 10% off its recent bottom.

HDIE: finally showings some signs of life. HDIE is doing everything right – now the market is finally starting to catch on. This is a long-term hold with a target well over 5.

NRAG – still struggling. They need to put out numbers and installation plans based on the first Thunderbolt placement. Watch their news releases and think about buying when positive news comes out. Could easily double from here in the short term. Or it could sit in the teens for a long time. But low teens seem to be a pretty solid floor.

RLT – I have crowed about this one enough already. Could pull back short term after such a major run, but it's a long-term winner. Still a 50% candidate from 25.

VIRGY – definitely not hot right now. Just wallowing on either side of 8.

WCOM – bounced off its old high over 57. Future direction probably depends on the NAZ in general. No bad news that I can see anywhere.

NEXT – Short positions and options