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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: Jenna who wrote (42080)	5/27/1999 1:17:00 AM
From: Doug Robinson	Read Replies (2) \| Respond to of 120523

Agree with your last post. For me I relish the opportunity to grab some of the undervalued ones during sector sell offs and hold them for a six to eight week period when I think their earnings will exceed expectations. This is especially true with the nets when they get hit. Today, ABOV fit this type of pick up. Paine Webber reiterated it's buy on Monday. They have a $60 target on this one. CIBC reiterated it's strong buy on the 19th. Lehman has a $55 target. What's not to like at these prices!! Even if they get hit I feel good about picking up one's like this at 50% plus discounts to the analysts guesstimates. Lot's of upside and limited downside IMHO. Picked up several and I'm not particularly worried with the prices I grabbed them at. DCLK was one great example earlier this year when you could have grabbed it presplit at under $76 ($38) a share in a internet sector sell off.

To: Jenna who wrote (42080)	5/27/1999 1:57:00 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

..Another 'reason against' longer term holds. After being in this business for 3 years, what I see is that traders/investors are NOT holding 'choice' stocks for the intermediate term.. but rather are holding losers, that should have been stopped out. By not exiting losing positions and 'hoping' for improvement, some traders who consider themselves position or intermediate term traders end up with a portfolio of deadbeat stocks. And when the good stocks roll around and traders have their money in cash they can buy. But the 'longer term traders' are stuck in the losing positions, waiting for them to 'recover' and recoup the loses, because they were 'obstinately' against daytrading.. I'm sure you have all heard them say things like "Well I guess this is now a longer term hold." That is no way to profit from an intermediate portfolio. This is not a perfect summer, sunshine world, where all your intermediate/long term stocks are wonderful 'Stepford' stocks, that always go up nicely because they are 'good companies'.. with good fundamentals.

To: Jenna who wrote (42080)	5/27/1999 8:16:00 PM
From: DlphcOracl	Read Replies (2) \| Respond to of 120523

*OT* Apology to Market Gems thread I did not read Jenna's intro to the message board carefully and my recent posts have been off base. Specifically, my comments re- garding "investment philosophy" and comments/suggestions for long-term positions were not appropriate. They were NOT intended to reopen the futile debate about daytrading vs. position trading vs. holding long- term positions and were not intended to convert anyone or change one's investment methods. Frankly, ANY method that works for you and hastens the day you can consider early retirement is A-OK with me. My apologies if anyone interpreted my posts in this vein. Future posts will be cognizant of this thread's purpose and will deal with stocks I follow that I think may be "quick-hitters" for decent profits with a 1 week - 2 months holding period.