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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: sherlockgerlach who wrote (38923)	5/10/1999 2:21:00 AM
From: Jenna	Respond to of 120523

O.K. the HTML newsletter is on the website. I do agree that the Motley fool calendar is the best for a 'look into the future' but now I'm also subscribed to I.B.E.S. which has the 'future' for hundreds of stocks instead of just 10 or 12 a day. But this is just a temporary subscription for May/June. Since the earnings season is petering out we have no choice but to stick to the more 'popular' earnings plays at least for a large part of them but when the earnings plays are in full swing March/April July/August, October/November December/January, there are so many stocks reporting since we are dealing with 3-4,000 a week we don't need further than a few days in advance. Anticipatory upswing should be there baring any new axes that might fall. I'd love to pick up 10 contracts of each of them thiis coming week. I was looking through my statements for April and the incredible net gains were mind boggling. We have to be very open to sectors that 'serve' the nets. I'm sure you saw the excellent gains in our other plays lately like ALGX, TERN, GMST. WE need to find the cheaper ones there as well. . I try to steer clear of the more popular stocks because too many people playing the same game causing the stock to run up disparately making the plays even harder to predict, and since they have no skills in utilizing these earnings reports their failures can dilute the strength of the play. We have to track the more 'obscure' stocks, the ones that are just now coming into a positive season or have more than 75% growth and most traders can't be bothered with those and don't have the skills to trade them well. Stocks like MAST, GEEK, PWR this season and ZQK, YUM, KING, RINO, ADRX we had first a few seasons ago but now YUM has been discovered as it therefore 'diluted' and is no longer a good earnings play. How to play the nite options for splits would be the same way I'd play any other stock that is currently under pressure. I'd buy 10 contracts as soon as the nets show more improvement irrespective of the split but of course giving preference to those that are splitting. Gone are the fancy strategies of longer term holds for now. I've heard traders in the last few weeks holding on to stocks like VERT, INSP, AOL through thick and thin resulting in total losses. Technical support/resistance strategies bombed as the stocks were in freefall.

To: sherlockgerlach who wrote (38923)	5/10/1999 2:38:00 AM
From: Jenna	Respond to of 120523

Stock #2 reporting May 11, I found an article today in a respected financial publication. Three factors will extend Stock's two lead over its competitors and help generate 25 to 30 percent earnings growth for the next few years. 1) the recent release of a new software system that can quickily provide data on 200 million consumers to direct marketers will generate high margin annual subscription. 2) the Launch of the ....Data Network, which makes data available through the Internet, will expand Stock #2's target market to include small and midsize companies. 3) Stock #2 is winning new customers in the rapidly growing high technology, telecommunications, and health-care industries. Best of all, the company has a consistent record of strong revenue and earnings growth. This stock currently trades as 21 times our calendar estimate of $1.20 a share. We think #2 is a high-quality company selling at a reasonable price. We need to spend more time resarching companies like that atove and a) technology stocks with a link to the internet 2) Every company that in any way shape or form that supports the internet. That is why we are finding these instant hi flyers dotting our watch lists and on line articles of late. I have seen the software stock NESY touted in no less that 2 newspapers and 3 financial articles in the last week. It was featured in Investor's Business daily last week, on no less than three ZD sites that I found and now in May 17 issue of Business Weeek. This has potential to be a good trade, even as it trades at a high multiple.