The Hampton Letter
 

 
A place for investors to swap investment thoughts.
 
 
   
 
Thursday, May 01, 2003
 
Just a few thoughts on my recent purcahses. LEXR has 42 long recommendations at Clearstation, the home of some of the best chartist. It has a very low PEG ratio of just .63, which is very encouraging for long term growth since it has a PE of 27. Lastly, I note the the Quicken score board set to my favorite analysis system (The Foolish Eight), gives six green checks, a very respectable score.
JDSU, on the other hand, gets NO green checks. It has 1,245 long recommendation at Clearstation. That is just to much confidence for any stock to live up to. I am very nervous with my JDSU pick and believe a close stop is essential.

Wednesday, April 30, 2003
 
Here I go again. Three weeks and three new stock selections. This time I am going with Lexar Media (LEXR) at $4.65 or so today. It has a neat break out pattern coming off a bottom on very high volume. It has verything in gear. The upward potential is around 200% and the downward risk (with a solid stop loss order) is only 10%. I have placed it in my Clearstation portfolio for all the world to see.

Monday, April 28, 2003
 
Tom Martin has suggested Enterprise Products Partners (EPD). The chart looks good. There have been 35 recent insider buys. I have no idea what they do, make, produce???? Maybe Tom will tell us more. The chart is attractive.

 

 
   
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