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[RT] Re: small cap/mid cap/esp/grouth



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Can you make some suggestions on European telecoms, asian internet, etc.

Thanks......Ed Levine


At 08:54 AM 12/14/99 +0100, Gwenael Gautier wrote:
>Thanks for sharing your ideas.
>
>DGTC sounds interesting, true, but hasn't moved in 4 years. Something's
>definitely wrong, I wouldn't buy a non moving stock. The purpose is not to
own
>the paper, but to earn capital gains isn't it?
>
>At the moment I look rather at european telecoms, asian internet, as well as
>world wide financial stocks, particularly Hungary and Thailand. Also
Biotech. My
>thought is that once the tech wave starts correcting, may be sometime in
Q1 2000
>or as early as mid january, there will be significant sector rotation into
>Biotech and financial stocks... For the techs, I wouldn't be surprised if
they
>move sideways or in a larger range most of 2000 digesting this years stellar
>gains.  Just my guess.
>
>Gwenn
>
>
>"Dr. John Cappello" wrote:
>
>> Dear Ben,
>>
>>
>>
>> DGTC=Del Global Technology Price $8 Low $7 High $12;In the medical imaging
>> business.Nicely profitable and PE under 10.This is the best of the four I
>> have looked at so far.
>>
>> None of them have good PR or needed analyst following.How in God's name did
>> you find them.
>>
>> John
>>
>> >From: "Dr. John Cappello" <jvc689@xxxxxxxxxxx>
>> >Reply-To: jvc689@xxxxxxxxxxx
>> >To: <RealTraders@xxxxxxxxxxxxxxx>
>> >Subject: [RT] small cap/mid cap/esp/grouth
>> >Date: Mon, 13 Dec 1999 19:58:50 EST
>> >
>> >Dear Ben,
>> >
>> >I did a quick scan of 2 of the items you posted.They seem to be real
>> >quality
>> >but not in a currently hot investment environment.
>> >
>> >FAF=First Financial Corp--Low PE and currently 1/3 of previous high.
>> >
>> >DETC=Detection Systems--Low PE and solid growth.
>> >
>> >When the market wakes up to value these can not miss in my opinion.I will
>> >check the others later.
>> >
>> >John
>> >
>> >
>> >>From: Proffittak@xxxxxxx
>> >>Reply-To: Proffittak@xxxxxxx
>> >>To: <RealTraders@xxxxxxxxxxxxxxx>
>> >>CC: realtraders@xxxxxxxxxxxxxxx
>> >>Subject: [RT] small cap/mid cap/esp/grouth
>> >>Date: Mon, 13 Dec 1999 19:20:12 EST
>> >>
>> >>hello
>> >>
>> >>here are some  POTENTIAL  winners
>> >>symbol    price   debt/eqity  esp/gro  sales/gro   price/book
>> >>efs           16.94    .11          14.98     13.16          .94
>> >>faf             13.50    .16         22.25      15.52          .98
>> >>ntz           14.69     .01           9.52      18.02         .1
>> >>phsy       46            .29         12.98       33.48        .92
>> >>
>> >>
>> >>
>> >>in small cap
>> >>these  have  over 50%  esp grouth and  50%   sales growth
>> >>form     detc  dgtc    ckp   chb   apgr
>> >>
>> >>(i do not have positions  in above but looking to  accumulate  on  a
>> >>5-10%
>> >>pull    back
>> >>Regards,
>> >>Ben
>> >>
>> >>
>> >
>> >______________________________________________________
>> >Get Your Private, Free Email at http://www.hotmail.com
>> >
>>
>> ______________________________________________________
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>
>
>
>