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Strategies & Market Trends : SPARKY'S CORNER -- Ignore unavailable to you. Want to Upgrade?


To: LzzrdKing who wrote (4026)5/8/1999 9:17:00 PM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 4142
 
LZZ, I have about the same number but the only one we have in common is SFP. I have KSWS in my model and DMMC in my database for the last couple of years.

If JAII would ever see its sector get more favor it has a lot of room to move with its PE of 5. RUSH has finally started to move of late as well. GTAX sure had a "pump fake" Friday (if I may use ES term. )

Bruce



To: LzzrdKing who wrote (4026)5/10/1999 9:32:00 AM
From: Walk Softly  Read Replies (1) | Respond to of 4142
 
LK... I like those themes also..... some othes in various statges of eruption...

ENCD graphics
NIS inet transaction processor
FDP way beaten down food processor great #s,
GSTRF satellite tcom
NICE voice processing systems
WWCA cellular
XLSW very cheap off base
MHI healthcare
INCX healthcare
ORAL heathcare, real nice here
UAG SAH autos I like
PBSI very cheapo limo sevices.... some strength returning to the business services sector
CVTI mentioned before and moving
RIMG should hold near 12, nervous trading, great value right sector
MCOM wireless
HKT pac-rim telco
PEGS inet transaction processor hotels industry
AH way beaten down nut'n bolts play, growing fast
MDA way beaten down art retailer, careful
BKE same theme as AEOS but 1/2 the valuation
DMMC you like also, added to position Friday
HHS inet advertising looking to reverse
BVEW looking to reverse, inet security growing like a weed.... has eps, a plus:-)

ES



To: LzzrdKing who wrote (4026)5/10/1999 1:40:00 PM
From: Walk Softly  Read Replies (1) | Respond to of 4142
 
Sold EDFY picked up additional RDRT.... looking carefully at FEP

BGP off real nice base

CVTI I still like at these levels

ES



To: LzzrdKing who wrote (4026)5/10/1999 2:45:00 PM
From: Walk Softly  Read Replies (1) | Respond to of 4142
 
LK... May want to want to keep eye on BARZ..... liftoff seems iminent

ES

SNC looks real good here also....




To: LzzrdKing who wrote (4026)5/11/1999 9:14:00 AM
From: Walk Softly  Read Replies (1) | Respond to of 4142
 
LK... here's the list I'm working with this AM.... some regular mentions and some new....

TTEC
DP
FEP
SSW
PME
TLSP
AVNT
RX
POSS
KPA
MERK
IMO
BKST
TEK
UTEK
AWA
INGR
WSTF
SRCL
ANEN
CAG
DWSN
TSS
BONT
DTLN
HMT
RNT
IRF
OCA really undervalued picking up recs
BARZ ready
CMDC really undervalued picking up recs
MCOM
RESP really undervalued picking up recs
RCII
ENTU
PRGO
STAT no eps med stock
DKWD still waiting
BAMM a fundo loser but what's the excitement about?