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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: j g cordes who wrote (13462)2/1/1999 9:11:00 PM
From: Sergio H  Read Replies (3) | Respond to of 29382
 
Hi Jim. We mostly stick to small caps as you know and keep trading on favorites like ANTX, APCO and IFCI. We also like GTNR and CNGR. Plenty of info on this thread on the above stocks.

Separatly from the Amigos, I took a stake in TXI and FVCX and continue to hold a position in Bombardier (BBD.TO.b)

TXI is a great play on the highway act. They got a virtual cash machine with cement production in Cal. and Texas and steel prices will firm up this spring and summer.

FVCX is a next generation Internet play. Beat earnings expectations and has a great deal with Lucent.

Bombardier is the world's largest producer of biz jets. Lots of biz jets being sold to people cashing in some stock profits.

We're looking for the internets to be the indicator for when the market is ready to take a breather. What's your perspective ? Ready to shop for oil stocks yet ?

Amigo Sergio