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.
Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: Mr.Manners who wrote (23396)1/28/1999 5:18:00 PM
From: Jenna  Read Replies (1) | Respond to of 120523
 
The earnings plays were so good this quarter so far I don't think I'll 'cut' the amount on the newsletter any further. Posters, I've cut out about 5 that really went nuts as well because of 'economy'.. CNK was one, SGI and TUP and that ONLY this week. There were a few every week. I'd rather have about 15-20 a week as earnings plays and have a shorter watch list (7) with the watch list having some 'overflow' of the earnings plays.. (today it was SFE, CLYS and MCRE).. Eventually the watch list could even go to 5.

This is during the height of the season (January, April, July and October) during the secondary season (February,May,August and November) the frenzy is manageable and we can have more momentum plays. In fact February the plays will be fun because there are less of them to mull over and check out. It takes me about 20 minutes to check each one after they pass the scans into the second phase, and then the final phase once again so if you see 5 there were probably 15 that were phased out.

February much fewer pass into final stage so they get more undivided attention and then the momentum plays (i..e NSOL today) will have their place.