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To: DanZ who wrote (18201)1/3/1999 10:42:00 AM
From: Larry S.  Respond to of 53068
 
Same early ideas for '99 - and some probable Z picks by me:
RBK - Reebok
PCS - Sprint's cellular spin-off
OXHP - Oxford Health
EDS - EDS - should benefit from new CEO and Y2K panic
HYPT - Hyperion Telecommunications
Airlines - U and ALK look best - low oil prices and strong economy should propel these stocks

AOL, CBS, TWX, CD still look great as holds, or buys. JANUS 20 fund, up 73% in '98 has AOL as largest holding, i think about 12%)
Larry



To: DanZ who wrote (18201)1/3/1999 12:24:00 PM
From: Ron McKinnon  Respond to of 53068
 
Dan

agree on MIKE

also look at PSUN
chart almost the same

I got in PSUN in the low 12's
sold 2000 in the 14's and sold my last 1000 the other day at 15 1/4 but when it stayed strong bought it right back at 15 1/2 a few minutes later; also have been flipping it many days intra day

the one we missed was your old friend GRDG
damn!!!!!