Date: Tue Mar 1, 2005 12:11 pm
DOC, Digital Angel Corp, that we brought up a few days back buysanother company in Europe. Read the news and see how much sense itmakes. This has been a good buy for me a few days back but you mightwant to look for a good entry point. Sorry arjun, we both missed ourlimit order for today.
Also look at NVEC (MRAM) probably the nanotechnology company closestto have very usable technology (spintronics). Its at 3 month lows. Iam wetting my toes on this.
FSL (see previous email, very stable for a tech company, excellenttechnicals) was a good buy but I've sold today for better entrypoints. Did the same with CBH excellent banking stock (very stable).Look for an entry point at 59 - 60 ish.
Also, think OVTI if it drifts down slowly, dropped 3 bucks today. Has5 bucks in cash and will likely drift (though honestly its a valuestock right now too: generates a lot of cash each quarter no matterwhat and has inventories this time). This company has always beenvery conservative with guidance. Yesterday's con call mentioned theyhave a lot of inventory now. I think that's good, cause company isgood at forecasting and have learnt their lesson during a 2001 / 2002debacle.
For a very stable company with excellent growth prospects CMCSA(comcast). Basically buy into cable for long term growth. When WarrenBuffet doubles his stake in a company that has a high P/E, its wortha look. Also, George SOros has bought big into DISH. AlsoCablevision. Bottomline: Attractive sector, so a good strategy might be to buy little of all the stocks.
