Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Safeguard Scientifics SFE -- Ignore unavailable to you. Want to Upgrade?

To: still learning who wrote (2946)	5/25/1999 6:46:00 PM
From: Allan Harris	Read Replies (1) \| Respond to of 4467

I am not itching to buy into the nutz at this point, but would consider any deep value investment regardless of sector. QCOM BRCM T A

To: still learning who wrote (2946)	5/25/1999 9:44:00 PM
From: michael r potter	Respond to of 4467

-OT-SL, I think some of the good ones to own going forward are many low pe stocks. Stocks that are expected to show a large % increase in engs. in '00 and are not at rich multiples. EX. include Temple Inland TIN [paper, packaging, bldg prod, fin serv.], International Paper IP, probably GP after a big decline today over an aquisition, Alcoa AA, which appears to have just about completed a small correction after being one of the leaders on the way up. Others might include Pacific Gulf Reit PAG around $22 3/4 with a well covered $1.72 dividend, and est. cash flow of $2.40, reit mutual funds, Engle Homes $13 3/4 with $2.12 '99 est. engs and '00 at $2.47. Generally value stocks with reasonable liquidity that are consolidating gains after moving up smartly the last 6-8 weeks. There are lots, I only know a few, because like others, I have not been following these groups the past few years while they were in the big dog house. I think GM and F are good also at less than 10 X engs. Maybe some big oil for long term. Mike