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

To: SMALL FRY who wrote (24813)	2/10/1999 2:35:00 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

Excerpts from this interview very similar to Market Gems conception of our Earnings Plays and their potential, especially the part about institutional interest after they beat the street. The similarity of our views is uncanny From a very interesting interview with Louis Navellier held on February 8, 1998: What small company stocks do you like right now? Navellier: I like Unify (UNFY), TransSwitch (TXCC), Tarrant Apparel (TAGS), Sonic Automotive (SAH), Salton (SALT), Proxim (PROX), Mobile Mini (MINI), Cybex Computer Products (CBXC), Chico's FAS (CHCS), and Amtran (AMTR). (Ed. note: every stock here has been an earnings play except SAH and AMTR) What makes these stocks attractive? Navellier: These all have a big earnings surprises history. They have positive analyst earnings estimate changes and tremendous profit margins. We also see them as becoming "institutionalized." Basically this whole game is staying one step ahead of other institutional investors. I call it institutional surfing. We buy at where we think the wave of institutional money is going to be tomorrow. [ed. comment: his own brand of "anticipatory upswing"] How can you tell where it will be? Navellier: ....... Once these stocks get increasingly liquid, then institutions start to take bigger bites out of them and it becomes a perpetual motion machine.