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Trading Reference Links
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- Mannesmann,
- Vodaphone
- Vivendi
- Mobilcom
- Portugal Telecom
- Telefonica
- China Telecom
- Satyam
- Stone Electronics
- InterQ
...
Lots of fantasy, very Nasdaq dependant for the last 4
Gwenn
edward levine wrote:
> 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
> >> >
> >>
> >> ______________________________________________________
> >> Get Your Private, Free Email at http://www.hotmail.com
> >
> >
> >
> >
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