| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 892.1 | | NETRIX::michaud | Jeff Michaud, That Group | Thu Jul 20 1995 16:53 | 70 |
| SBP Standard Brands Paint
stupid buy on my part, still don't know why I bought it. this is
what I'll be using to offset gains (I'm down 60% on this one).
HRVY Harvey Entertainment
bought after it got a hit due to rumors critics didn't like Casper
movie. I bought on hunch critics were wrong, and they were. however
the stock went down anyways. Harvey Ent. also owns Richie Rich rights
which did well in video sales. Oh well, it's a hold for now.
NSH Nashua Corp.
bought on word of mouth of someone who works there.
WALL Wall Data
speculative purchase. i was down big time but it had recovered
and i could of sold with token profit last week. that was before
the high-tech sell-off this week however :-(
TACO Taco Cabana
I bought this one mistakenly thinking they made clothing with the
taco label on it! instead they are a mexican theme restaurant chain.
DJT Donald Trump
recent ipo. had gone down but is now back to offering price. rumor
i've heard is trump is doing better so will hold and see.
ADM Archer Danials Midland
bought on speculation (that rumors of price fixing will pan out
of be forgotton and stock will recover)
BUS Greyhound Bus lines
bought on recommendation from some financial person who was on
NBR. theory is greyhound ridership will go up due to cutbacks
of amtrack routes. i should of sold day after i bought when this
stock shot up 50%! today it's up only 17%.
HUM Humana Healthcare
analysts seem to like but hmo group is in slump. contrarian purchase.
DR Coastal Healthcare
hmo group is in slump. contrarian purchase. (plus I liked what i
saw in their s&p report)
USHC US Healthcare
hmo group is in slump. contrarian purchase.
ATC Atari Corp.
like the company and bought on downside. i had to sit on paper loss
for 4 months but this week it's rallying (i believe partly due to
news activision will be writing software for it) and it's now up 14%
My biggest mistake was selling U (US Air) too soon. I got a decent
profit of about 30% but missed out on much much more (over 200%,
or like $30,000 from it's high of 13.xxx last month). I also just
recently bought and sold BSMT (Filenes Basement) for a decent short
term profit but sold too soon again. That seems to be my theme on
many others as well (like BOST [Boston Chicken]), RHI (Robert Half
Intl), MAN (Manpower), TOY (Toy's R US), TMX (Telephono de Mexico),
UNH (United Healthcare), SYBS (Sybase).
I've also had in my portfolio this year IHHI (Inhome Health), HD
(Home Depot), CATH (Cathertine stores), KM (K-Mart), GTE, TSO,
LTG (Catalina Lighting), GTY (Getty) and DECpfA (DEC Prefered).
And of course I've got the many customary stories of stocks I was
waiting to buy when it came just a little bit lower but instead
shot up instead leaving me kicking myself in the butt for being
too greedy.
And also of course I have DEC in my portfolio :-)
|
| 892.2 | DEC, Coffee, and two gambles | NEWVAX::BUCHMAN | UNIX refugee in a VMS world | Thu Jul 20 1995 18:23 | 47 |
| Great topic! Here's my list:
DEC -- but of course! Friends and coworkers here at Westinghouse asked
me during the recent run-up "Why didn't you tell me to buy it at 18???"
After the recent dip, I'm telling them "Buy it now!" Am hoping this is
more than blind loyalty.
SBUX -- Starbucks Coffee. What can I say?? I love the coffee, the
atmosphere of the shop, the attitude of the staff, and the fact that
every employee is in the stock incentive plan, even part-timers. They
intend to double the number of stores they have within the next 18
months, and I think they will be welcome. The profit margin is
certainly high since they sell mainly drinks, yet the prices of their
products are on the low side of similar enterprises. (Double espresso
is $1.35; prevailing average in my area is more like $2.00).
Some have asked me how much they can expect to expand because the
market is saturated: you can get coffee anywhere. True, sez I,
but how about *good* coffee??? I think it will be like microbreweries
in the 1960's: there was lots of cheap, bland beer available, but
Americans were ready for something better.
Heck, if nothing else, I'll keep them in business by myself-- I blow
about $20 a week there.
NCTI -- Noise Cancellation Technologies. I've been following them for
some time because the concept fascinated me. Use an active system to
generate inverted sound waves in order to cancel a loud noise, e.g. a
car engine. This was the subject of an Arthur C. Clarke story from the
'50's, so I was bowled over when I heard someone was doing it for real,
commercially. Unfortunately they have competition, and are having
trouble marketing their devices on a mass scale. Stock has gone from
.50 to 6 and down again in the past five years. I bought recently at
$1; it's down around .75 now. But they have produced mufflers using
their gizmoes; and if, say, Chrysler decided to put them in one of
their model lines one year, I think this could grow explosively.
Hunter Environmental -- Extremely speculative. They own some land in
texas, and propose disposing of high-level nuclear waste by fusing it
into glass nodules (in which form it would not leach into the soil) and
burying it down mile-deep mine shafts. Texas courts did not think much
of the idea, so the stock went from several dollars a share down to
almost nothing. I bought 5000 shares at 7 cents several months ago and
have already doubled it. Puts a little money at high risk, but with a
very good potential upside.
Jim Buchman
|
| 892.3 | Talk about diversified... | POBOX::CORSON | Higher, and a bit more to the right | Thu Jul 20 1995 19:12 | 48 |
|
This is interesting...
DEC PrefA - cause I buyed it at $21.675 a share. My wife would
kill me if I sold anything that gets 10.25% annually.
DEC - I'm in the EPP, what can I say...
Motorola - This one makes me a genius. I've owned MOT since 1983.
It's already put one kid thru college. Major core holding.
Geerlings & Wade - An MA company that sells good wine by mail.
Growing nicely, nobody owns it yet, and I use their products and
keep using their products - just like Peter Lynch said.
Quarterdeck - my "I'm a big time gambler stock", purchased 1000
shares last year for about $3/share. At $10 I've become paralyzed
by greed.
Mycogen - my biotech play. It's teaching me about patience being
a virtue..
Ross Systems - everybody needs a loser, and this one is mine. Now
after five years, I couldn't sell it if I wanted to...
Future Now - now is future past. Hopefully the Intelligent
Electronics buyout occurs and, at least, I'll get some
dividends. Everybody has one turkey, this is mine...
Effective Management Systems - one of my former accounts that went
public at $8.00. I got into the IPO as a "friend of the family".
Stock trades around $6.00; but I know everybody that works there
and my intelligence work says HOLD.
Orbital Sciences - from my NASA days. They are good business people
and good scientists. My pick to click in '96.
And finally, Fidelity Electronics Mutual Fund. Been buying it
since 1989. It will buy my second house ouright in five years
if it just grows at 15% a year. My no brainer mutual fund, their
will be chips in your toaster, and everything else that uses
electricity. This is Fido's semiconductor fund. Thank you...
Last, but not least. Fidelity Contra. My wife's retirement
fund. Steady, well managed, focused on results, just like her.
the Greyhawk
|
| 892.4 | My Holding | MEMIT::BATOR | | Fri Jul 21 1995 09:10 | 12 |
| re: .3 agree with you on Ross. Pretty bad company. I worked
there in 1993. Lasted 8 months.
KOPN - Besides mutual funds, and international funds, this is the
only stock I own. Kopin Corp is a very high tech local company that
was started by a brilliant engineer who spun off from Lincoln Labs.
He has many pattents on tiny displays, flat displays, and those 1 inch
VR displays, etc. The government buys lots of their stuff for
simulators, etc. The stock is like yo-yo. I consider it a "venture"
capital situation.
-- dick
|
| 892.5 | I hope I have a good reason for each holding | GLRMAI::WILKES | | Fri Jul 21 1995 11:07 | 113 |
| High Tech Stocks
Intel, Microsoft, Motorola
Ride the leaders during a megatrend
IBM
Have owned since I was a kid, I guess I keep it for nostalgia
reasons although it has had a nice recovery
Digital
EPP Purchases
Unitrode
Has strong products in semiconductor niche market
Telecommunication stocks
BellSouth, US West
Info superhighway play, and strong population growth markets
Oil & Gas Stocks
Exxon, Texaco, Phillips Petroleum
Good yields, Div. Reinvest Programs, and hedge against the
return of high inflation
Retail
Sears
Long term holding which has paid off well recently thru
restructuring efforts
Home Depot
Still has room to open new stores in underrepresented regions
Banking
Citicorp
Money Center banking leader
Lexington Savings Bank
Will eventually be a takeover I believe
return of inflation
Biotech
Genetics Istitute, Centocor
Hoping for a blockbuster wonder drug
Other Stocks
Procter & Gamble
Strong worldwide brandnames
Allstate, Dean Witter Discover
Spinoffs from Sears
Pepsico
Products get consumed daily, "they'll make more"
Bristol Myers Squibb
Good yield solid if not spectacular product line
Oklahoma Gas & Electric
Bought when dividends reinvested in Utility Stocks received
preferential tax treatment
Closed End Funds
Tri-Continental, Salamon Brothers Fund
Large discounts to Net Asset Value, and diversified portfolios
of blue chip stocks
Mexico Fund
Speculation
Open End Mutual Funds
Vanguard
Index 500 Portfolio, Index Extended Market
Minimal capital gains distributions and extremely low fund
management expenses
Health Care Sector Fund
Excellent performance record, with relative conservative
stock selections
Precious Metals Sector Fund
Inflation hedge
Explorer Fund
Pushed into this when Vanguard abolished its Technology
Sector fund
T. Rowe Price
International Stock Fund
Excellent long term performance record
New Asia Fund
I'm speculating on future growth in Asia
New Era Fund
Inflation Hedge
Dividend Growth Fund
Stocks with small dividends that are increased regularly are
often strong market performers
Janus Funds
Janus Fund, Janus Twenty, Janus Venture
Janus seems to pick good stocks while maintaining relatively
high cash balances as a counterweight
Lyndon
|
| 892.6 | Blue chips all the way | ASDG::HORTON | Paving the Info Highway | Fri Jul 21 1995 12:39 | 32 |
|
What stocks do I like? Why, the ones that go up, of course!
Here are several that I like for the loooonnnngggg term
(no particular order):
Exxon, Texaco, Chevron - all DJIA stocks, good dividends,
hedge against "Jimmah Cahta" era
inflation
Kodak, Merck, 3M, - solid consumer goods stocks with
Philip Morris, P&G, strong overseas presence, excellent
Rubbermaid growth potential (RBD greatly
admired in Fortune survey)
AT&T, BellSouth, GTE - play on the growth in telecomm
while raking in nice dividends
Citicorp, J.P.Morgan - two of the strongest money center
banks, JPM excellent institutional
bank, CCI terrific in retail banking
All these stocks have dividend reinvestment plans that let you
buy additional shares directly from the company. I don't worry
about short term moves in the market; just reinvest those
dividends and make regular, moderate optional purchases. The
long term picture for all these companies is glowing.
Note the absence of "high-tech" stocks; the good ones are too
expensive. Motorola would be my choice if it came down some.
|
| 892.7 | a short list | HYLNDR::DOW | | Fri Jul 21 1995 14:55 | 31 |
|
Thanks for entering this topic. Great idea!
In no particular order:
AT&T - People and things have to communicate. Solid, steady.
Abbott Labs - Got interested in the company when our son was born.
Liked the products, like the management style. At one time a big
DEC customer. They may still be.
McDonalds - Kids got to eat. Like the ability of the company to
evolve with new store footprints and changing menu. Lots of growth
planned
RPM - Ever use Testor model paint as a kid, or Rustoleum paint or
Zinsler stain killer? RPM is the holding company. IMHO they have a
great track record of buying companies that fit their core
business and letting existing management continue doing their job.
AFLAC - Supplemental insurance. Liked their consistency and clear
plans.
H.B. Fuller - adhesives. Good long term record, steady.
I'm in the above for the long haul, I examine them regularly and
participate in the dividend reinvestment plans for all adding a
small amount each period. I don't expect superstars, just steady
growth.
|
| 892.8 | any relation? | ASDG::HORTON | Paving the Info Highway | Fri Jul 21 1995 16:15 | 5 |
| Re 892.7:
With a name like that, why aren't you in the financial advisory
business?
|
| 892.9 | Sorry, no relation | HYLNDR::DOW | | Fri Jul 21 1995 16:49 | 8 |
|
RE: 892.8
Gee - the base note did ask "What stocks do you own and why?" and
I did share my list. :-)
Howie Dow - no relation to Dow Chemical or Dow Jones
|
| 892.10 | PC Programs | BIGTEX::HARRIS | | Mon Jul 24 1995 14:31 | 5 |
|
Is there any PC software to assist an potential investor disecting
such info as "value-lines? Or any of the other investing publications?
|
| 892.11 | OK... | WMGEN1::abs005p2.nqo.dec.com::SteveS | Hakuna Matata? | Mon Jul 24 1995 15:15 | 21 |
| Well, been on vacation for awhile, and this DOES look inteestin...
DEC- EPP
Mylan Labs (MYL:NYSE) Nothin short of the bet generic pharm co in the world,
and should eithe rcontinue growing earnings (thru generics & equity in
someset) or an M&A "victim".
MO- Can yhou spell "cash flow"
Amgen- best funded, managed, focused biootech with PROFIT (imho)
Windmere (WND:NYSE) - sticking with consumer electronics mfgd in
china..definately speculative tho
CPQ- room for us (DEC) to take share, but plenty of room for CPQ to grow rev
and profits (what kind of GM% do YOU think they make on Proliants?)
ORCL- gut feel they'll keep taking share, and overcharging customers :-)
|
| 892.12 | Sorry about that! | WMGEN1::abs005p2.nqo.dec.com::SteveS | Hakuna Matata? | Mon Jul 24 1995 15:16 | 3 |
| Boy, did my typing suffer while I was away, or what???
SteveS
|
| 892.13 | Hi (test) Tech portfolio | MR2MI1::BMORRISON | | Mon Jul 24 1995 16:28 | 22 |
| Here's my current list of holdings.
Altera
Applied Materials
ADP
Acme Cleveland
Cabot Corp
Cisco
Federal Realty Investment Trust
Hewlett Packard
Informix
Microsoft
Paychex
Teradyne
Vishay
I'm probably too invested in Hi Tech. I got in at the right
time for most of these stocks so the recent plunge has not
hurt me much.
|
| 892.14 | Rubber Maiden looks best | TALLIS::DARCY | Alpha Migration Tools | Wed Jul 26 1995 16:25 | 19 |
| Digital (DEC)
Rubbermaid (RBD) - good solid investment, check how many things you buy in
the stores that are from Rubbermaid
Laser Master Tech (LMTS) - makes those huge laser printers for signs and
posters, considered the Cadillac of the large laser printer
Forschner Group (FSNR) - sole US importer for Swiss Army knives, watches,
cutlery - and O.J.Simpson was an officer of the company (no
kidding!)
I'm also looking at GE (GE), Textron (TXT), Hershey (HSY), Seagate (SEG),
& PapaRazi (PAPA), ... Comments welcome...
/George
|
| 892.15 | | TALLIS::DARCY | Alpha Migration Tools | Wed Jul 26 1995 16:43 | 14 |
| Forgot to add that I'm looking at Bombay (furniture) and
Becton-Dickenson (pharmacueticals, rubber surgical gloves)
Re: .7 I would sell McDonalds. I tried getting large fries
last night and waited 15 minutes. I could have grown the
potatos and fried them myself in that time - fried food
is out. :v)
How about IO-MEGA - the people who make the increasingly
popular ZIP drives?
/George
|
| 892.16 | Becton-Dickenson and MCD | HYLNDR::DOW | | Thu Jul 27 1995 13:26 | 11 |
|
RE -1
Didn't the WSJ have an article saying that Becton-Dickenson was selling
the rubber glove business?
MCD - Just for fun, try writing a brief letter to corporate headquarters
stating your experience. Three or four lines should do it. Be sure
to include your address and phone number. If you need the address
send me email.
|
| 892.17 | | TALLIS::DARCY | Alpha Migration Tools | Thu Jul 27 1995 14:24 | 14 |
| RE: -1
That's interesting about Becton. The reason I was looking at
Becton was because of their rubber glove business. My nurse
friend at a nearby hospital said she was planning on buying
only Becton gloves, because they are non latex, and the latex
ones were causing complications. She expected other hospitals
to follow suit. Do you know why they are selling this unit?
Concerning Mickey D's, send me the corporate address and
I'll send them a letter. They also ran out of "side salads"
which irked me. ;v)
/george
|
| 892.18 | MCD and BD | HYLNDR::DOW | | Fri Jul 28 1995 17:01 | 18 |
|
By popular demand:
McDonalds Corporation
McDonalds Plaza
Oak Brook, IL 60521
RE: Becton Dickenson
Sorry, I can't remember the details of the article. It caught my eye
because I have a friend who is a quality engineer at B-D. I understand
from her that the manufacturing process for the gloves is very
complicated and there is the potential for many defects.
The article was in the WSJ sometime since July 11 I believe.
|
| 892.19 | Amgen now has its own note | EVMS::HALLYB | Fish have no concept of fire | Wed Aug 02 1995 10:46 | 4 |
| In an attempt to keep replies on the topic, the "Amgen" discussion has
been moved to note 898. Would have done it earlier but I was away.
John (moderator)
|
| 892.20 | Barely on the topic | NEWVAX::BUCHMAN | UNIX refugee in a VMS world | Mon Aug 07 1995 12:44 | 31 |
| > Re: .7 I would sell McDonalds. I tried getting large fries
> last night and waited 15 minutes. . . . fried food is out.
Risking intervention from our moderate -- uh, moderator :-> -- but this
is still on the topic of why you own a stock.
Was McDonalds hurt much by the recent "too-hot" coffee lawsuit? My
guess would be not too much, because wifey and I stopped in for coffee
there yesterday and it was EXTREMELY hot. I'd like to bring a
thermometer next time I get coffee there; can see how it could be
hurtful if spilled in a sensitive area.
Everyone hears and is outraged by the huge judgement assessed against
MCD in favor of the elderly lady who spilled the coffee. I heard an NPR
followup recently which made me view her case with more sympathy.
Briefly,
- MCD had had over 700 complaints about their coffee in the past,
which they had ignored.
- The judgement was therefore meant to make MCD feel the pain in
financial terms. I think they were going originally for one week's
worth of coffee profits for the corporation world-wide, which is where
the original figure came from (five million? Something around there).
- Though the jury awarded the plaintiff that large settlement, the
judge later reduced it to a bit over $400K. Still a lot for one cup of
coffee, you might say; but after lawyer's fees and medical bills, she
reportedly had very little left over. It's doubtful that McDonalds felt
enough pain to change their practices, though the cup from which I
drank did have "CAUTION! This beverage is very hot!" printed on it.
Hmm... what was that address again? I think I burnt my lip...
Jim B.
|
| 892.21 | | DELNI::SHOOK | Still in the NRA | Tue Aug 08 1995 01:22 | 21 |
| here's my list:
Digital: epp, what more can i say.
GM: received stock while i was working for them several years ago.
Coca-Cola: good steady stock for the long-term. short of some
unthinkable disaster, this stock will continue to grow in value, imo.
missed out a few years ago when the stock split, but not this time!
CompUSA: good reputation as a computer retailer, and as the industry
continues to grow, this stock should grow with it.
Exxon: Solid company, good dividends, good 2nd qtr. earnings report.
Staples: favorable Value Line reports, well established in it's field,
good opportunity for growth, etc.
Rubbermaid: Been in a store recently? enough said.
|
| 892.22 | Why is Rubbermaid continually discounting 50%? | HELIX::SPIELMAN | jerry dtn 297-4879 | Tue Aug 08 1995 13:34 | 19 |
| re: .-1/Rubbermaid
This is a great company, and had been continually growing until the
last year. At 25 apparently its a buy. But my current concern with it
is based on having been in "stores". Namely, they are continually
having 50% off sales on their stock. Doesn't that imply to you that
they must be having problems ? While their products are very good,
there are now a lot of knockoff's which do about the same job.
If the housing market recovers, I'd expect their outlook to improve.
But otherwise, my "Peter Lynch" approach suggests some caution, except
at the low end of their trading range. They are now around 29)
(PS: I've not had a chance to see any analysts reports on RBD. So they
may now think its due to improve. But I do remember that their
earnings were significantly down a quarter or two ago.)
Perhaps the last noter can explain what he expects for RBD.
|
| 892.23 | NSH | MROA::BONVALLAT | | Wed Aug 09 1995 14:23 | 14 |
| re: .1
>NSH Nashua Corp.
> bought on word of mouth of someone who works there.
Jeff,
I'm always intrigued when someone at a company with so many problems
actually recommends the stock. This one has been a disaster for several
years and the chart points straight down...but I think there is a lot
of value here somewhere. What were your friends essential reasons
for recommending this one? Very curious...feel free to mail me off-line
if you'd prefer. Thanks. - Jeff
|
| 892.24 | | CSC32::R_NICKLES | | Wed Aug 09 1995 20:34 | 30 |
| Hello,
My only current holding is
Vanguard Healthcare Portfolio
(It seems that healthcare is steady and consistant)
other things that I like
Blockbuster (a good Cyclic -somewhat speculative, volatile) - really
only does well in the winter(buy in fall and sell in spring)
Citicorp (I could kick myself for not buying more when it fell to 8)
Zero Coupon Bond funds - Keep an eye on the interest rate and when it
comes down, these funds do very well. Sell when the interest rate
starts to creep up.
GNMA funds are great for income funds, if you aren't concerned about
growth, and want a monthly income from the investment.
My advice is:
don't buy without extensive research
go with what you know(you know your own industry),go with how you
feel about particular companies and products, go with your own
principles, determine your objectives first, follow your insticts
get timely information, be keenly aware of earnings postings.
don't get consumed in the market
Rick
|
| 892.25 | rubbermaid | DELNI::SHOOK | Still in the NRA | Thu Aug 10 1995 02:09 | 17 |
| re. 22
rubbermaid has been experiencing some problems due to the increase
costs in resin, which is a major ingredient for production. according
to value line, they also had problems when they lost their focus on
marketing while trying to convince retailers to accept product price
hikes. but, the company has rebounded from this problem, and new
marketing plans have been developed. value line is cautiously
optimistic about rubbermaid's future earnings.
for me, it may be a risky investment, but given their past performance
and still viable financial strength,(A+), i am willing to ride it
out and stick with them for now. besides, i bought low, so if they
rebound, it will have been worth it.
|
| 892.26 | | MPGS::FARRELL | | Thu Aug 10 1995 09:25 | 16 |
| I've very small holdings (purchased via DRIPs) in:
Motorola: Good in cellular technology and that's becoming more
important in countries needing new phone systems.
RPM: Good DRIP plan, somewhat cyclical product demand, but used
all over (see earlier from someone).
Johnson & Johnson: I use their diabetic test strips and feel I should
get some of that massive investment back. Solid company with a
reasonably diverse set of product offerings.
Gillette: I use their razors, and they seem to be doing very well
worldwide with these. They also own Braun, which has a good set
of products.
|
| 892.27 | | TALLIS::DARCY | Alpha Migration Tools | Thu Aug 10 1995 17:21 | 8 |
|
Hi Bernard. Did Gillette split recently? because I notice
their calandar low is 70, yet their 52 week high is 46.
Gillette is a strange company that manages to keep cranking
out great products. Today they're at 43 3/8 with a P/E of 24.
What comes next after Sensor?
|
| 892.28 | | MPGS::FARRELL | | Thu Aug 10 1995 18:07 | 17 |
| Hi George.
Yep. I had bought my initial share, and then found I had 2 because of
the split.
They seem to be ahead of the field with razor development and they're
also doing some stuff with personal care kind of products, brand
extensions leveraging off the Sensor name.
I don't think anything I've bought will be a Netscape, but the returns
I've had over the first year of ownership for some of these, I'm very
happy with.
BTW, it does seem best to stick with companies whose dividend payout is
low (MOT is about $0.40 per year) as the amount you pay in taxes is a
lot less. Then all you have to worry about is the capital gains when
you sell.
|
| 892.29 | | NETRIX::michaud | Jeff Michaud, That Group | Sat Aug 12 1995 01:30 | 15 |
| > DJT Donald Trump
> recent ipo. had gone down but is now back to offering price. rumor
> i've heard is trump is doing better so will hold and see.
Well I blew it again and went against what I wanted to do. Instead
of holding, I sold after it went up enough to break even (inc.
commissions). Of course the day after it starts it's upward
trend. Today it closed at 19 1/8th. Up 33% from what I sold
it at only 16 days ago :-(
Mean while the Humana stock was the one I should of sold while
it was up 15% (now up only 5%) and Greyhound (BUS) the day after
I bought it when it was up 50% (now only up 18%).
What's the secret to knowing when to sell? :-)
|
| 892.30 | Really quite simple... | LACV01::CORSON | Higher, and a bit more to the right | Sun Aug 13 1995 14:08 | 19 |
|
Re: -1
The secret to selling a stock is the same as the reason you bought
it in the first place; ie.
Bought the stock to get 50% capital appreciation. At that target,
you sell.
Bought the stock (or fund) for the next ten years. Don't look at
its price for ten years (unless the "story" has changed).
Bought the stock for "a quick hit". Take the losses quickly (almost
never see profits in this case).
Bought the stock on heresay. Might as well sell it on that, too.
the Greyhawk
|
| 892.31 | JH's stocks and why I own them | TOPCHZ::HILDEBRAND | John Hildebrand @MWO | Sun Aug 13 1995 21:51 | 172 |
| I like this topic. It gives me a chance to analyze my trading decisions
to see what I did right and what I did wrong.
My trading style is still evolving (hopefully for the better), but I tend to
pick stocks based on their fundamental financials (from the annual and
quarterly reports) and their technical behavior (from the stock's recent
price and volume trends). In general, I prefer stocks with solid financials
and earnings growth that have been out of favor but now appear to be gaining
interest from other stock buyers.
- John Hildebrand
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
The following are some abreviations that I use to describe characteristics of
a stock. All apply to the time when the stock was purchased.
Div = annual dividend yield
PE = price earnings ratio
12M = 12 month growth in earnings
P/B = price to book value
ROC = return on capital
These are the stocks that I currently own.
BSC (Bear Stearns, NYSE) Bought 3/28/94 @ $21 -- / now $21 6/8
Div=3% PE=7
BSC seemed to be undervalued when I bought, but I dismissed the downward
trading pattern. BSC hit bottom at $15 in early 95 and has been climbing
ever since. It also issued a 10% stock dividend this spring (so I now
have 110 shares though I only purchased 100). A good pick but my timing
could have been better.
CPQ (Compaq Computer, NYSE) Bought 4/4/95 @ $32 3/8 / now $52 1/8
Div=0% PE=11 12M=47% P/B=2.6 ROC=21.8%
A market leader in PCs with solid financials. The stock price seems to
have been driven down by unfounded fears just before the Q2 earnings
announcement this spring. A good pick with good timing.
CYRX (Cyrix, Nadaq) Bought 6/6/95 @ $24 7/8 / now $30 5/8
Div=0% PE=9 12M=153% P/B=2.6% ROC=26.1%
A maker of Intel compatible microprocessors, especially for the up-grade
market. This stock was driven down while Intel was taking off. I thought
CYRX would follow and I think that it has more to go. Appears to be a
good pick, but time will tell.
DEC (Digital Equipment, NYSE) Bought 6/1/95 @ $44 / now $41
ESPP is too good a deal to pass up. But unlike recent ESPP purchase
dates, I am keeping these shares in hopes of more positive earnings.
ELY (Callaway Golf, NYSE) Bought 6/26/95 @ $15 1/8 / now $14 1/2
Div=1.6% PE=11 12M=81% P/B=7.5 ROC=35.3%
Maker of premium golf clubs with the majority of the drivers market.
I did an analysis of the company for an MBA financial accounting class.
The company looked very good with room for continued growth given the
popularity of golf and the demographics of the U.S. and other nations
which play golf. ELY's major competitor, Cobra Golf (CBRA, Nasdaq) is
also doing well but it has a much higher PE ratio.
GPTA (Gupta Corp., Nasdaq) Bought 12/29/94 @ 12 1/2 / now $9 --
Div=0% PE=NA 12M=NA P/B=2.6 ROC=9.7%
Maker of client server development software, but ranked about 4th or 5th
in this market. This was one of my worst picks. I had no quantitative
fundamental or technical information that indicated that this stock was
a good buy, but I bought it because I heard its name a lot in the trade
rags. A bad pick which I will no doubt sell at a loss.
HERB (Herbalife International, Nasdaq) Bought 4/4/94 @ 12 1/4 / now $12 1/2
Div=7% PE=9 12M=-15% P/B=4.6 ROC=50.1%
A multi-level marketer (like Amway) of personal consumer products. They are
most know for their weight control and diet products. Their financials
looked very good and the stock seemed ready to recover from recent declines.
Time will tell if this is a good pick, but it has all that I look for in a
stock.
IPT (IP Timberlands, NYSE) Bought 12/1/94 @ $23 -- / now $22 3/4
Div=12.5% PE=4 P/B=1.1 ROC=30.8%
IPT is a limited partnership consisting of 2.5 million class B shares
which are available to the public and 51 million class A shares owned by
International Paper. The class B shares are entitled to 95% of the
earnings made from the trees harvested on the land owned by this company.
The catch with this paternership is that in 1999, the class A shares get
the 95% share of the revenue and the class B shares only get 4%. If these
dividends were the only thing going for this stock I would probably not
have bought the stock. But I believe that these shares also entitl the
shareholder to the land assets owned by the company. IPT owns about 5.5
million acres of timberland (mostly in the southeast, but some is in the
northwest). This equates to about 1 acre of timberland to 10 shares of
stock. This seemed like a good deal to me. However, I expect that the
stock's price will gradually decline as time approaches 1999. Three months
after buying the stock I was surprised to learn that the board of directors
declared a one time dividend payment (in addition to the regular quarterly
dividend payment of 12.5%) of $4 per share. Apparently the usual 12.5%
quarterly dividend is not always enough to disburse 95% of the earnings to
the class B shareholders, so they occasionally give a huge lump sum cash
dividend to make up the difference. I believe that this was last done in
late 1993 as well. So although the stock price has been flat, the dividends
have yielded about a 25% return in the last 9 months. This has been an
educational stock pick, but it is atypical of the stock picking style that
I hope to refine.
LE (Land's End, NYSE) Bought 5/8/95 @ $15 3/8 / now $ 15 3/4
Div=0.7% PE=15 12M=-8% P/B=3.2 ROC=23.9%
This stock I bought for my wife. LE is a mail order clothes retailer much
like L.L. Bean. She likes the company and it also appeared to have many
of the characteristics that I look for in a stock. It also had its stock
price beaten down recently due to poor earnings reports and managerial
shakeups, but I believe that LE's long term prospect are still good.
LPX (Louisana Pacific, NYSE) Bought 4/24/95 @ $25 1/4 / now $25 --
Div=2% PE=9 12M=26% P/B=1.6 ROC=16.9%
LPX makes woods products for the construction of home and buildings. They
are know for a plywood-like board made from woods chips that is signficantly
cheaper than plywood yet behaves the same. This is another stock that
seemed to have been overly beaten down over fears that the home building
industry was heading for a cyclical down turn. Unfortunately for me, the
company got into trouble by the EPA after some of LPX's employees apparently
dismantled some environmental monitoring equipment that was put on the
land from which LPX grows some of its wood. This freightened many stock
holders and pushed the stock price down to about $15. However, the stock
appears to have recovered from this blow and may now be poised for a
positive correction.
MRLL (Merrill Corporation, Nasdaq) Bought 3/6/95 @ $15 5/8 / now $18 3/4
Div=0.8% PE=9 12M=24% P/B=2.4 ROC=21.2%
MRLL provides printing services for time sensitive financial publications.
They appear to be more automated than most printing companies which enables
them to collect orders from all over the country and then pump out
publications from the printing plants in Minnesota. This is another stock
that seemed to have its act together but was just hitting the bottom of a
down cycle.
PEP (Pepsico, NYSE) Bought 8/15/94 @ $31 3/4 / now $46 1/4
Div=2.2% PE=16 12M=8% P/B=4.0 ROC=11.5%
PEP is best know for making Pepsi softdrinks, but it also owns Frito-Lay and
several restaurants like Taco Bell, KFC, and Hot&Now. PEP price was beaten
down too much last summer due to flat earnings performance in just one
quarter. Most investors took this as a sign of weakness, but I thought that
it was atypical of the company. A good pick and one that I will continue
to hold.
ROU (Rouge Steel, NYSE) Bought 5/18/95 @ $23 3/8 / now $24 1/2
Div=0.3% PE=4 12M=36% P/B=1.0 ROC=35.7%
ROU is a spin off from the Ford Motor Company. ROU makes flat rolled steel
which is used to make automobiles and similar products. ROU is also
guaranteed 40% of Ford's steel purchases for the next few years. This
stock was driven down over fears that the car industry was heading for
a cyclical down turn. This may be true, but even if it was I thought that
this stock was driven down way too low. Even if ROU's earnings were cut in
half it would have a PE of 8, which is still better than 99% of the
companies that are publicly traded. Also, since it is trading at book
value (P/B=1), in theory I would recover all of my investment even if they
sold off all of ROU's assets.
SKYW (Sky West Airlines, Nasdaq) Bought 3/9/95 @ $13 5/8 / now $22 7/8
Div=0.6% PE=9 P/B=1.2 12M=18% ROC=9.6%
SKYW is a regional airline based out of Salt Lake City. It handles many of
Delta Airlines connections to smaller cities in the west. SKYW and many
of the airline stocks seemed to have been driven down by all the bad press
from the airplane crashes that happend in 1994. SKYW also seemed to have
solid earnings growth and was trading near book value, so I thought that
I had little down side and lots of up side. This has been one of my best
picks and it may be the first stock that doubles my investment in less than
a year.
XIRC (Xircom, Nasdaq) Bought 3/8/95 @ $15 3/8 / now $10 7/8
Div=0% PE=15 12M=46% P/B=3.1 ROC=19.4%
XIRC makes network adapter cards for PCs. It once had a more dominate
presence in this market, but increased competition has put a squeeze on
its earnings growth and its stock price. Though the company's fundamentals
still looked strong, the stock price was in a downward trend. I fought the
tape on this one and that is not a smart thing to do.
|
| 892.32 | What I have and why | METSYS::NELSON | OpenRoadWorks� on the Info. Highway | Mon Aug 14 1995 13:15 | 23 |
| It's a bit limited because the rest of my money is in mutual funds:
Silicon Graphics - They are doing the right things with the right
products at the right time. Bought a bunch of
blocks several years ago when they were around
$20. It has since split and is still doing
quite well thank you. My mom bought the same
time I did and she's quite pleased.
Wavefront Tech. - I remember seeing them at Siggraph in '89. I
was well impressed with their products. I bought
in Nov '94 soon after their IPO. In June '95 they
merged with, guess who, Silicon Graphics! Bought
around $12 and at the time of the merger (I voted
for it) it was about $19.
Northern Telecom - I hold on to a small lot of shares. It was the
first company I worked for. I wished they would
get out of their slump. They've been in the low
30s for ages. They've had problems with their
switching s/w recently. Should be reaping from
the global growth in telecoms.
|
| 892.33 | Nine West | WMODEV::GERARDI_B | | Mon Aug 14 1995 14:43 | 19 |
| The only stock that I own is Nine West Group, Inc. (NIN) the
ladies shoe company. I used to work for them in Stamford, CT
and they gave a great deal to employees, I think the stock
sold at <28 per share, and they were sold in blocks of 50 with
no fee. It's up to about 40-41 now, and has been for awhile.
They make great products, and have literally a TON of stores.
Next time you're in a mail look for these names:
Nine West, 9 & Co, Enzo Angiolini, Calico, Westies
They own them all. Ask any woman (or look in her closet) and
count how many times those labels appear. It's worth a look...
They recently bought US Shoe Corp, in Cincinatti, and I haven't
been following the news, so I'm not sure the effect that it
had. They were a big competitor, though...
Bart
|
| 892.34 | | NEWVAX::BUCHMAN | UNIX refugee in a VMS world | Tue Aug 15 1995 18:02 | 3 |
| > and have literally a TON of stores.
That's not very many, unless the stores are very lightweight. :-}
Jim
|
| 892.35 | | MROA::SRINIVASAN | | Sun Aug 27 1995 04:36 | 75 |
|
SDRC Bought 3.75 Cuurent 16.62
This company is in MCAD software business. Last November they ran in to
some problems in the far east in terms of over stating their revenue
etc etc and stock took the dive from 16 to 3.62. I invested big time in
the stock and bought several thousand stocks. Once the Bad news is over the
stock went back again.
I am still bullish on this stock, because
1. Their products are excellent !
2. I know for the fact that FORD has selected their CAD system for
their plants and it is yet to be announced.
3. Management is very good. They keep milking millions from HW vendors
to do the port etc. Digital also paid Millions in cash & HW to do the
Alpha Port.
4. They are the excellent alternative to their competition ( PRO-
ENGINEER from PTC .
KMART Bought 12.00 Current Price 14.75
They are going through reorganization etc to focus on the core
business. They have sold off almost every thing except Builders Square.
I expect this stock to reach 20 by Christmas this year.
HUMANA Bought 18 Current Price 18.75
All health care stocks are down. I expect this stock to reach at least
to 30, once HUMANA resolves the contract issues.
Food Lion Bought 6 Current price 5.82
This stock has been down ever since ABC special appeared 3 years ago.
They are constantly having problems with a section of employees who
wants to Unionize. So they keep giving bad press to the company through
an Organization called CUE ( Consumers United with Employees) .
I don't see this stock taking of any sooner, unless they settle their
disputes with the Employees. With nearly 1500 stores, it is unlikely
this company will fold !
Union carbide Bought 15 Current Price 36
They have their act together. This is a solid company with excellent
management.
Praxair Bought 0 Current price 27
This is a spin off of Union Carbide. All Union Carbide stock holders
got a free share of Praxair for every Union Carbide share held. Trading
at all time high.
Digital EPP shares Bought 38+ Now 39+
ESPP is a good deal. But I am not planning to hold this stock. I still
feel that there are too many problems / organizational issues. In my
opinion still there are some clowns ( who do not know what they are
doing ) are running the show.
Computervision Bought 2.25 Current price 13.5
I bought this stock as soon as Jack Sheild ( remember him ) was fired
from CV and the stock hit the all time low. after 3 years of turmoil
it has come up to 13.5, Analysts expect this stock to reach mid 20's in
6 months. My only regret is that I did not buy too many of this stock.
RJR Nabisco : Bought 8 ( Before reverse split ) Now 5.5
This is a disappointment. I was hoping this stock will turn around. I
have been holding this stock for 3 + years with very little movement.
Time to sell I think!
|
| 892.36 | Update on new stock holdings | MEMIT::BATOR | | Wed Sep 13 1995 15:52 | 15 |
| re: .4
Since I entered the reply in July, (besides a number of mutual
funds) I have acquired these 2 stocks:
Pinnacle Microsystems, PNCL, low 20's. They make a recordable
CD-ROM drive for under $1300. I believe this is the next growth
area of PC's.
Home Depot, HD, 39 1/2. It's near its 52 week low (been as high as
50) and do-it-yourself is up, as well as repairs due to hurricanes,
etc. I think they can expand into more areas too.
[as an update on KOPN, the one stock I mentioned in the July note, it
was about 9 then, hit 16 1/2 today; broker says intermediate target
is at least mid-20's FWIW].
|
| 892.37 | Becoming a nervous market for me... | LACV01::CORSON | Higher, and a bit more to the right | Wed Sep 13 1995 16:37 | 24 |
|
Good idea -
New update.
Sold ROSS Systems and reinvested in more MOTorola.
Sold half the Quarterdeck at $21 and am leaving that in cash for
now.
The Future Now was absorbed into Intelligent Electronics which
is selling for $9.75 with a $.40 annual dividend (got .5685 INEL for
each FNOW share), so I'll probably hold for a while.
Purchased some Tech Data, which I believe is the best computer
products distributor, for the Christmas rush. And added some Gymboree
to my wife's IRA ala Peter Lynch after the stock got killed several
weeks ago.
Seriously considering dumping some other stuff to move more into
cash going into 1996.
the Greyhawk
|
| 892.38 | | NETRIX::michaud | Jeff Michaud, That Group | Wed Sep 13 1995 16:43 | 14 |
| > Pinnacle Microsystems, PNCL, low 20's. They make a recordable
> CD-ROM drive for under $1300. I believe this is the next growth
> area of PC's.
I was watching this one back in May (it was below 10 then). Guess
I should of continued watching it and bought some!
> Home Depot, HD, 39 1/2. It's near its 52 week low (been as high as
> 50) and do-it-yourself is up, as well as repairs due to hurricanes,
> etc. I think they can expand into more areas too.
Home Depot has a high PE so be careful. I had bought and then
sold HD when it was last in the $41 range (and had also dipped
to below 40 then).
|
| 892.39 | Here is my little piece of the pie | MSBCS::HURLEY | | Wed Sep 13 1995 18:40 | 32 |
|
I dont own many individual stocks but I do own the following Mutal
funds. First 3 are in the Digital's 401k fund next 2 are with my wifes
403b fund and last 3 are in the charles schwab one source account.
Dec 401k 33% Putnum fund a Voy
34% Neuberger&berm gf
33% Tempelton forg
Mass 403b 50% aim cons.
50% fidelity growth
Charles Schwab account
T.Rowe price international
Fidelity world
100 shares of Digital stock (picked up over last 2 espp )
220 shares of Senetek plc (my dog stock this year :-( )
000 shares of HARRIS COMPUTER SYSTEM CORP
(Thinking of buying Harris because they recently developed software
to protect corporate networks from Internet hackers and selling at book
value)
000 shares of Best Products (Thinking of buying Best as they are
just emerging from bankruptcy and trading below book value.
I'm still a rookie at most of this so still learning the does and
donts.
Best thing I've learned so far is "PAY YOURSELF FIRST"
|
| 892.40 | | PCBUOA::KRATZ | | Thu Sep 14 1995 14:11 | 3 |
| Be careful with PNCL; HP just announced their recordable CD units.
(that said and done, I should admit I own PNCL too). Kratz
|
| 892.41 | Support your local companies | GRANPA::GHALSTEAD | | Wed Oct 04 1995 14:09 | 18 |
| I buy stock in the companies headquatered in my home town. The local
paper follows them, and being in computer sales I call on a lot of
them. I feel I get to know a little more about the companies with this
approach.
Circuit City - Largest home electronics retailer in the US.
Growing, profitable, strong financials. Starting new businesses that
look exciting.
Heilig-Meyers - Large (500 stores and growing) retailer of home
furnishings usually locate in small town America. Are in a nitch
market with little competition. Are strong financially. A lot of income
generated through financing customer purchases.
Virgina Power - Local power company, great 7% dividend, bought after
utilities bottomed out, hopefully. Local and national analyst like it.
Jefferson Bankshares - Local bank, waiting for them to be bought out.
|
| 892.42 | Magic 25 | WMODEV::GERARDI_B | | Thu Dec 21 1995 13:33 | 15 |
| Hi,
The January issue of Individual Investor has a list of stocks
that they call their Magic 25. Apparently they have picked
a portfolio of 25 stocks for the last three years, and have
always outpaced the S&P 500, and last year was up +50%. If it
interests anyone (and I have time) I could put the list up with
thier predictions...
Oh, they also claim that during the year they'll give you advice
on the stocks (which to sell, which to keep, buy more of, etc...)
Bart
|
| 892.43 | Magic 25 | USDEV::CLEMENT | Smells like Nirvana | Thu Dec 21 1995 14:03 | 1 |
| Yes, please post the list! Thanks, Mark
|
| 892.44 | Magic 25 | WMODEV::GERARDI_B | | Thu Dec 21 1995 15:27 | 13 |
| Okay, I don't have a lot of time today, but I'll post the
symbols, and I'll try to do more after the holiday...
ANET, AMPX, BACH, DATM, GGTI, IFLO, IREG, KEI, MANU, MIKE,
MRVC, NOVL, OAKT, DOCSF, PCNI, PRNS, SIII, SEI, SSYS, THRX,
TRMB, VARL, VIST, VTEL, WTT
Their 'best buys' are MRVC, VTEL, and SIII
Bart
|
| 892.45 | | 2155::michaud | Jeff Michaud - ObjectBroker | Thu Dec 21 1995 17:59 | 226 |
| Thanks for the list! Interesting that 23 of the 25 are listed
on the NASDAQ ("license to steal" :-) exchange.
Here's how those stocks faired today:
Symbol : ANET Exchange : NASDAQ
Description : ACT NETWORKS INC COM
Last Traded at: 15.8750 Date/Time : Dec 21 3:59:34
$ Change : -0.6250 % Change : -3.79
Volume : 142000 # of Trades : 140
Bid : 15.8750 Ask : 16.5000
Day Low : 14.7500 Day High : 16.5000
52 Week Low : 5.7500 52 Week High: 22.5000
Symbol : AMPX Exchange : NASDAQ
Description : AMPEX CORP DEL CL A
Last Traded at: 3.9680 Date/Time : Dec 21 4:01:22
$ Change : -0.0630 % Change : -1.56
Volume : 298600 # of Trades : 160
Bid : 3.9370 Ask : 3.9680
Day Low : 3.6250 Day High : 4.0310
52 Week Low : 0.6870 52 Week High: 4.9370
Symbol : BACH Exchange : NASDAQ
Description : BACHMAN INFORMATION SYS INC COM
Last Traded at: 7.8750 Date/Time : Dec 21 3:58:51
$ Change : 0.1250 % Change : 1.61
Volume : 162100 # of Trades : 54
Bid : 7.6250 Ask : 7.8750
Day Low : 7.5000 Day High : 7.8750
52 Week Low : 2.6250 52 Week High: 8.7500
Symbol : DATM Exchange : NASDAQ
Description : DATUM INC COM
Last Traded at: 10.5000 Date/Time : Dec 21 3:54:37
$ Change : -0.2500 % Change : -2.33
Volume : 12500 # of Trades : 23
Bid : 10.5000 Ask : 11.0000
Day Low : 10.5000 Day High : 11.0000
52 Week Low : 8.2500 52 Week High: 19.1250
Symbol : GGTI Exchange : NASDAQ
Description : GTI CORP COM
Last Traded at: 15.7500 Date/Time : Dec 21 3:59:29
$ Change : -0.6250 % Change : -3.82
Volume : 53600 # of Trades : 90
Bid : 15.2500 Ask : 15.7500
Day Low : 15.2500 Day High : 16.5000
52 Week Low : 9.5000 52 Week High: 23.6250
Symbol : IFLO Exchange : NASDAQ
Description : I-FLOW CORP COM NEW
Last Traded at: 4.4375 Date/Time : Dec 21 3:59:38
$ Change : 0.0625 % Change : 1.43
Volume : 213500 # of Trades : 152
Bid : 4.2500 Ask : 4.4375
Day Low : 4.1875 Day High : 4.4375
52 Week Low : 1.5938 52 Week High: 4.7500
Symbol : IREG Exchange : NASDAQ
Description : INFORMATION RES ENGR INC COM PAR $0.01
Last Traded at: 25.0000 Date/Time : Dec 21 3:56:34
$ Change : -1.5000 % Change : -5.66
Volume : 44800 # of Trades : 37
Bid : 24.2500 Ask : 25.0000
Day Low : 24.1250 Day High : 26.2500
52 Week Low : 5.7500 52 Week High: 29.0000
Symbol : KEI Exchange : New York Stock Exchange (NYSE)
Description : KEITHLEY INSTRS INC COM
Last Traded at: 16.6250 Date/Time : Dec 21 3:54:53
$ Change : 0.5000 % Change : 3.10
Volume : 15000 # of Trades : 26
Day Low : 16.2500 Day High : 16.7500
52 Week Low : 4.5000 52 Week High: 18.0000
Symbol : MANU Exchange : NASDAQ
Description : MANUGISTICS GROUP INC COM
Last Traded at: 15.0000 Date/Time : Dec 21 3:54:59
$ Change : 0.2500 % Change : 1.69
Volume : 70600 # of Trades : 24
Bid : 14.0000 Ask : 15.0000
Day Low : 14.0000 Day High : 15.0000
52 Week Low : 6.7500 52 Week High: 20.5000
Symbol : MIKE Exchange : NASDAQ
Description : MICHAELS STORES INC COM
Last Traded at: 14.7500 Date/Time : Dec 21 3:58:03
$ Change : -0.1250 % Change : -0.84
Volume : 179600 # of Trades : 167
Bid : 14.7500 Ask : 15.0000
Day Low : 14.7500 Day High : 15.1250
52 Week Low : 11.0000 52 Week High: 37.0000
Symbol : MRVC Exchange : NASDAQ
Description : MRV COMMUNICATIONS INC COM
Last Traded at: 25.2500 Date/Time : Dec 21 3:59:50
$ Change : 1.1250 % Change : 4.66
Volume : 140300 # of Trades : 144
Bid : 24.8750 Ask : 25.2500
Day Low : 24.2500 Day High : 25.8750
52 Week Low : 10.7500 52 Week High: 28.0000
Symbol : NOVL Exchange : NASDAQ
Description : NOVELL INC COM
Last Traded at: 14.6250 Date/Time : Dec 21 4:01:34
$ Change : 0.1250 % Change : 0.86
Volume : 5058600 # of Trades : 2094
Bid : 14.6250 Ask : 14.7500
Day Low : 14.5000 Day High : 14.7500
52 Week Low : 13.7500 52 Week High: 23.2500
Symbol : OAKT Exchange : NASDAQ
Description : OAK TECHNOLOGY INC COM
Last Traded at: 41.8750 Date/Time : Dec 21 4:00:06
$ Change : 0.7500 % Change : 1.82
Volume : 186800 # of Trades : 175
Bid : 41.5000 Ask : 42.0000
Day Low : 40.7500 Day High : 42.2500
52 Week Low : 19.3750 52 Week High: 59.0000
Symbol : DOCSF Exchange : NASDAQ
Description : PC DOCS GROUP INTL INC COM
Last Traded at: 17.7500 Date/Time : Dec 21 3:59:04
$ Change : 0.2500 % Change : 1.43
Volume : 93400 # of Trades : 59
Bid : 17.3750 Ask : 17.7500
Day Low : 17.3750 Day High : 17.8750
52 Week Low : 1.1875 52 Week High: 19.7500
Symbol : PCNI Exchange : NASDAQ
Description : PHYSICIAN COMPUTER NETWORK COM
Last Traded at: 8.2500 Date/Time : Dec 21 4:00:06
$ Change : 0.1250 % Change : 1.54
Volume : 597700 # of Trades : 192
Bid : 8.1250 Ask : 8.2500
Day Low : 8.0000 Day High : 8.3750
52 Week Low : 3.6250 52 Week High: 9.0000
Symbol : PRNS Exchange : NASDAQ
Description : PRINS RECYCLING CORP COM
Last Traded at: 10.7500 Date/Time : Dec 21 4:01:22
$ Change : 0.8750 % Change : 8.86
Volume : 386300 # of Trades : 353
Bid : 10.3750 Ask : 10.7500
Day Low : 9.8750 Day High : 11.0000
52 Week Low : 5.3750 52 Week High: 19.7500
Symbol : SIII Exchange : NASDAQ
Description : S3 INC COM
Last Traded at: 17.9375 Date/Time : Dec 21 4:01:22
$ Change : 0.8125 % Change : 4.74
Volume : 662900 # of Trades : 480
Bid : 17.8750 Ask : 18.0000
Day Low : 17.1250 Day High : 18.2500
52 Week Low : 7.0000 52 Week High: 21.9375
Symbol : SEI Exchange : New York Stock Exchange (NYSE)
Description : SEITEL INC COM NEW
Last Traded at: 31.3750 Date/Time : Dec 21 3:59:56
$ Change : -0.3750 % Change : -1.18
Volume : 53800 # of Trades : 81
Day Low : 31.1250 Day High : 31.8750
52 Week Low : 18.8750 52 Week High: 34.7500
Symbol : SSYS Exchange : NASDAQ
Description : STRATASYS INC COM
Last Traded at: 18.6250 Date/Time : Dec 21 4:01:00
$ Change : -0.6250 % Change : -3.25
Volume : 25100 # of Trades : 26
Bid : 18.1250 Ask : 18.6250
Day Low : 18.6250 Day High : 19.3750
52 Week Low : 5.2500 52 Week High: 21.2500
Symbol : THRX Exchange : NASDAQ
Description : THERAGENICS CORP COM
Last Traded at: 8.7500 Date/Time : Dec 21 3:54:43
$ Change : 0.1250 % Change : 1.45
Volume : 81800 # of Trades : 97
Bid : 8.6250 Ask : 8.8750
Day Low : 8.3750 Day High : 8.8750
52 Week Low : 2.2500 52 Week High: 9.1250
Symbol : TRMB Exchange : NASDAQ
Description : TRIMBLE NAV LTD COM
Last Traded at: 18.5000 Date/Time : Dec 21 4:00:19
$ Change : 0.5000 % Change : 2.78
Volume : 364800 # of Trades : 450
Bid : 18.5000 Ask : 18.8750
Day Low : 17.8750 Day High : 18.8750
52 Week Low : 14.5000 52 Week High: 35.3750
Symbol : VARL Exchange : NASDAQ
Description : VARI-L COMPANY INC COM
Last Traded at: 13.6250 Date/Time : Dec 21 3:57:58
$ Change : 0.0000 % Change : 0.00
Volume : 44900 # of Trades : 37
Bid : 13.6250 Ask : 14.1250
Day Low : 13.5000 Day High : 14.1250
52 Week Low : 4.5000 52 Week High: 17.5000
Symbol : VIST Exchange : NASDAQ
Description : VISTA 2000 INC COM
Last Traded at: 10.2500 Date/Time : Dec 21 3:58:50
$ Change : 0.6250 % Change : 6.49
Volume : 207700 # of Trades : 175
Bid : 10.1250 Ask : 10.2500
Day Low : 9.6250 Day High : 10.3750
52 Week Low : 1.5000 52 Week High: 11.1250
Symbol : VTEL Exchange : NASDAQ
Description : VTEL CORP COM
Last Traded at: 19.3750 Date/Time : Dec 21 3:58:59
$ Change : -0.1250 % Change : -0.64
Volume : 104200 # of Trades : 144
Bid : 19.1250 Ask : 19.3750
Day Low : 19.0000 Day High : 20.0000
52 Week Low : 7.6250 52 Week High: 26.0000
Symbol : WTT Exchange : American Stock Exchange (AMEX)
Description : WIRELESS TELECOM GROUP INC COM
Last Traded at: 17.5000 Date/Time : Dec 21 4:02:27
$ Change : 0.5000 % Change : 2.94
Volume : 67200 # of Trades : 81
Day Low : 17.0000 Day High : 17.5000
52 Week Low : 5.0000 52 Week High: 21.6250
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| 892.46 | Now a word of caution... | LACV01::CORSON | Higher, and a bit more to the right | Fri Dec 22 1995 12:58 | 9 |
|
What is most interesting is that these "magic 25" are mostly high
tech stocks that have already enjoyed significant run-ups in 1995. If
the market tanks this list maybe renamed... ;-)
Still partial to defensive measures in '96; but I do like S3 from
the list and Keithley is an interesting speculation.
the Greyhawk
|
| 892.47 | magic 25 | WMODEV::GERARDI_B | | Wed Dec 27 1995 11:53 | 6 |
| The magazine spends two pages on each stock, giving forcasts, etc...
Also, they note, with the High-tech sell-off happening (or about to)
now might be a good time to buy, with a 1-2 year horizon...
Bart
|
| 892.48 | | SUBPAC::MAGGARD | Mail Ordered Husband | Wed Jan 03 1996 11:16 | 6 |
| > Keithley is an interesting speculation.
With all the semiconductor FABs being built, I'm not surprised...
- jeff_chip-head
|
| 892.49 | Orthologic - OLGC | NWD002::THOMPSOKR | Kris with a K | Tue Feb 06 1996 03:04 | 30 |
| Late last year I bought Orthologic Corp. (OLGC, Nsdq). They are
featured in the Feb. issue of Individual Investor as a stock to look
out for.
I bought at 15 1/8 and it closed today at 20.5. Trendvest, who has a
short term, proprietary rating system (like the better known Value
Line, but they claim superior results) has rated it above 230 (of 300
possible; higher is better) since early Dec. Today they had them at
249.
OLGC has developed an FDA approved Bone Growth Stimulator (BGS) based
on proprietary magnetic field technology that reduces daily treatment
time from as much as 24 hours per day to 1/2 hr. per day. BGS is used
as an alternative to surgery in treating non-union fractures.
By 9/95, OLGC had captured 15% market share with 5 qtrs. after market
intro. They have done thorough field testing (mandated by FDA) and show
78% healing in 4 mos. OLGC is claiming their product does in 30 min. a
day what a competitor's does in 10 hours.
Their $3,500 BGS unit requires no "direct skin contact"; it is worn
over a fracture. One report I saw said, "To put it simply, the
OrthoLogic 1000 stimulates healing where it would not otherwise have
occured as an alternative to a $20,000 surgical procedure, whereas
the Exogen unit (competitor) only speeds up healing that would occur
in any event.
An orthopedic trauma surgeon buddy of mine says he has used their
product and seemed skeptical about the magnetic field healing claims
but said several companies are jumping on this technology.
|
| 892.50 | INF | WMODEV::GERARDI_B | America's PSG | Thu Feb 08 1996 09:16 | 11 |
| Hi,
Just bought Inifinity Broadcasting (INF). I've now heard from two
sources, well, one of them was Don Imus, but I it was on the news,
too, that this new Telecom bill the President is signing will help
the radio chains, like Inf and Westwood-one. We'll see, I'm in
at 39.
Bart
|