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To: accountclosed who wrote (12184)12/1/1998 6:01:00 PM
From: yard_man  Read Replies (2) | Respond to of 86076
 
I was saying those #'s for instance.

Right now I have some on MU, NVLS, LLTC, WLA & IBM and a few other losers. If I were buying now I might pick some other targets, except for NVLS and MU. I think these have a lot of potential for a very rapid drop.

I think MSFT and INTC will be attractive if they run a little more.

As an exception to the individual issues: IIX when it hits 560 or so when they tout their explosive growth in christmas revenues.

TWX, XRX, UTX and perhaps a few other issues that end in X. <g>

Retailers at the right time -- aren't I original? BBY HD WMT.



To: accountclosed who wrote (12184)12/1/1998 6:04:00 PM
From: yard_man  Read Replies (2) | Respond to of 86076
 
I posted some popular names. Sometimes you can do better looking at the less popular or less followed issues. MB I think approaches it from general knowledge about sectors and then looks to issues -- kind of a top down approach.

I think you can also start with scans for certain financial criteria and collect interesting candidates that way to do fundamental research on. Bottoms up?

Maybe it is time for a first 1/3 on UTX given MM's last post.




To: accountclosed who wrote (12184)12/2/1998 3:48:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 86076
 
>>OK so what are the 5 or 6 issues??? <<

1. 1/3 on nvls now.
2. 1/3 on mu when it goes over $47.
3. 1/3 on cmb or citibank after the next rate drop frenzy subsides.
4. 1/3 on amzn when the next substantial run up loses steam.
5. 1/3 on gtw if it gets over $60.

i'd get out of the money puts in the 10-20% range. amzn may be up to 30%. i'd like expiration to be in the feb to april time frame.

jmho.