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Conference nyoss1::market_investing

Title:Market Investing
Moderator:2155::michaud
Created:Thu Jan 23 1992
Last Modified:Thu Jun 05 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1060
Total number of notes:10477

892.0. "What stocks do you OWN and WHY ?" by CSCMA::BALICH () Thu Jul 20 1995 18:54

                              
    
    I thought it would be fun to hear what stocks each of you own and why
    in your personal portfolio ?
    
    I'll start ...
    
    Philip Morris(MO) ... I think this is a great stock that haseven further
       to grow, PLUS it gives a excellant dividend.  Even though tobacco
       is under scrutiny from the gov't, I always hear analysts say its
       way under valued and these dips are a buying opportunity.  
    
    IBM ... Got in before the major rally, has performed beautifully.
       Analysts seem to like it even though over  $100/share.  
    
    MERCK(MRK) ... Seems to be a steady performer.  ALot of analysts seem
       to recoommned it and alot of potential future drugs in pipeline 
       looking for FDA approval.
       
    XOMA ... I purchased this stock right before it septic drug failed
       EPA approval, since it failed stock has dropped dramatically.
       I will use this stock major losses against gains in above stocks.
    
    
    If I had more money ... I would by Intel, Microsoft NOW right after
    there major blowoff yesterday and day before ... they will recover.
    Fundamentals still strong.
T.RTitleUserPersonal
Name
DateLines
892.1NETRIX::michaudJeff Michaud, That GroupThu Jul 20 1995 19:5370
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 :-)
892.2DEC, Coffee, and two gamblesNEWVAX::BUCHMANUNIX refugee in a VMS worldThu Jul 20 1995 21:2347
    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
892.3Talk about diversified...POBOX::CORSONHigher, and a bit more to the rightThu Jul 20 1995 22:1248
    
    	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	
892.4My HoldingMEMIT::BATORFri Jul 21 1995 12:1012
    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
892.5I hope I have a good reason for each holdingGLRMAI::WILKESFri Jul 21 1995 14:07113
    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        
    		
892.6Blue chips all the wayASDG::HORTONPaving the Info HighwayFri Jul 21 1995 15:3932
    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.
             
    
892.7a short listHYLNDR::DOWFri Jul 21 1995 17:5531
   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.
   
892.8any relation?ASDG::HORTONPaving the Info HighwayFri Jul 21 1995 19:155
    Re 892.7:
    
    With a name like that, why aren't you in the financial advisory
    business?
    
892.9Sorry, no relationHYLNDR::DOWFri Jul 21 1995 19:498
    
    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
    
892.10PC ProgramsBIGTEX::HARRISMon Jul 24 1995 17:315
    
    Is there any PC software to assist an potential investor disecting 
    such info as "value-lines?  Or any of the other investing publications?
    
    
892.11OK...WMGEN1::abs005p2.nqo.dec.com::SteveSHakuna Matata?Mon Jul 24 1995 18:1521
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 :-)


892.12Sorry about that!WMGEN1::abs005p2.nqo.dec.com::SteveSHakuna Matata?Mon Jul 24 1995 18:163
Boy, did my typing suffer while I was away, or what???

SteveS
892.13Hi (test) Tech portfolioMR2MI1::BMORRISONMon Jul 24 1995 19:2822
    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.
    
    
892.14Rubber Maiden looks bestTALLIS::DARCYAlpha Migration ToolsWed Jul 26 1995 19:2519
    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
    
    
892.15TALLIS::DARCYAlpha Migration ToolsWed Jul 26 1995 19:4314
    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
892.16Becton-Dickenson and MCDHYLNDR::DOWThu Jul 27 1995 16:2611
    
    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. 
    
892.17TALLIS::DARCYAlpha Migration ToolsThu Jul 27 1995 17:2414
    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
892.18MCD and BDHYLNDR::DOWFri Jul 28 1995 20:0118
    
    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. 
    
    
    
892.19Amgen now has its own noteEVMS::HALLYBFish have no concept of fireWed Aug 02 1995 13:464
    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)
892.20Barely on the topicNEWVAX::BUCHMANUNIX refugee in a VMS worldMon Aug 07 1995 15:4431
    >     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.
892.21DELNI::SHOOKStill in the NRATue Aug 08 1995 04:2221
    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. 
    
                                                                       
892.22Why is Rubbermaid continually discounting 50%?HELIX::SPIELMANjerry dtn 297-4879Tue Aug 08 1995 16:3419
    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.
    
892.23NSHMROA::BONVALLATWed Aug 09 1995 17:2314
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

892.24CSC32::R_NICKLESWed Aug 09 1995 23:3430
    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
892.25rubbermaidDELNI::SHOOKStill in the NRAThu Aug 10 1995 05:0917
    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. 
      
    
    
892.26MPGS::FARRELLThu Aug 10 1995 12:2516
    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.
    
892.27TALLIS::DARCYAlpha Migration ToolsThu Aug 10 1995 20:218
    
    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?
892.28MPGS::FARRELLThu Aug 10 1995 21:0717
    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.
892.29NETRIX::michaudJeff Michaud, That GroupSat Aug 12 1995 04:3015
> 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? :-)
892.30Really quite simple...LACV01::CORSONHigher, and a bit more to the rightSun Aug 13 1995 17:0819
    
    	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
892.31JH's stocks and why I own themTOPCHZ::HILDEBRANDJohn Hildebrand @MWOMon Aug 14 1995 00:51172
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.
892.32What I have and whyMETSYS::NELSONMon Aug 14 1995 16:1523
    	    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.
892.33Nine WestWMODEV::GERARDI_BMon Aug 14 1995 17:4319
    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
    
892.34NEWVAX::BUCHMANUNIX refugee in a VMS worldTue Aug 15 1995 21:023
    > and have literally a TON of stores.
    That's not very many, unless the stores are very lightweight. :-}
    				Jim
892.35MROA::SRINIVASANSun Aug 27 1995 07:3675
    
    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!	  	
    

    
    
892.36Update on new stock holdingsMEMIT::BATORWed Sep 13 1995 18:5215
    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].  
892.37Becoming a nervous market for me...LACV01::CORSONHigher, and a bit more to the rightWed Sep 13 1995 19:3724
    
    	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
892.38NETRIX::michaudJeff Michaud, That GroupWed Sep 13 1995 19:4314
>       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).
892.39Here is my little piece of the pieMSBCS::HURLEYWed Sep 13 1995 21:4032
    
    	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" 
892.40PCBUOA::KRATZThu Sep 14 1995 17:113
    Be careful with PNCL; HP just announced their recordable CD units.
    (that said and done, I should admit I own PNCL too).  Kratz
    
892.41Support your local companiesGRANPA::GHALSTEADWed Oct 04 1995 16:0918
    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.
892.42Magic 25WMODEV::GERARDI_BThu Dec 21 1995 16:3315
    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
    
892.43Magic 25USDEV::CLEMENTSmells like NirvanaThu Dec 21 1995 17:031
    Yes, please post the list!  Thanks, Mark
892.44Magic 25WMODEV::GERARDI_BThu Dec 21 1995 18:2713
    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
    
892.452155::michaudJeff Michaud - ObjectBrokerThu Dec 21 1995 20:59226
	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  
892.46Now a word of caution...LACV01::CORSONHigher, and a bit more to the rightFri Dec 22 1995 15:589
    
    	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
892.47magic 25WMODEV::GERARDI_BWed Dec 27 1995 14:536
    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
892.48SUBPAC::MAGGARDMail Ordered HusbandWed Jan 03 1996 14:166
> Keithley is an interesting speculation.

With all the semiconductor FABs being built, I'm not surprised...


- jeff_chip-head
892.49Orthologic - OLGCNWD002::THOMPSOKRKris with a KTue Feb 06 1996 06:0430
    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.
892.50INFWMODEV::GERARDI_BAmerica's PSGThu Feb 08 1996 12:1611
    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