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Gold/Mining/Energy : Day trading in Canada -- Ignore unavailable to you. Want to Upgrade?


To: Marc who wrote (3293)5/27/1999 12:09:00 AM
From: Nawien Sharma  Read Replies (1) | Respond to of 4467
 
Marc, you make a good case. I guess the only point that I can make
is (purely subjective and all IMHO):
Investors must be convinced that a company
will explicitly set out to either gain increasing market share
with revenue growth down the road (ie. Amazon.com) or participate
in a growing market or customer base with few suppliers that has an overly optimistic growth forecast. cisco and celestica comes to mind. Those that you listed are not as glamourous as say the internet plays which get so much attention these days (ie. BII).
BVF and COG are potentially exciting, the rest not so much IMHO.
BVF - volatile and potentially lucrative growth that will
continuously gyrate the stock price. I can't see anyone sitting
tight with this stock. A good position trade when low.
COG - a well managed co. that must first prove their non-Y2K revenue
stream.
----------------------------
CRW - widespread DVD use will kickstart this one. A flatliner
in stock price at best until then.
ENB - don't know
FTM - sit tight, they'll eventually get attention. Everyone
bought those dirt devils at Costco/PriceClub and are
not about to buy another vacuum so soon IMHO.
MLT - where is their future growth ? CTI, ASIC, medical equipment ?
CKY - don't know

Regards