Saturday, July 31, 2010


 
December 10, 2001 Commentary

Another indication the war on domestic terrorism is winding down is the huge drop in past weeks in APSG and STE. Both stocks had the anthrax problem as a goal to solve. DAP must also be sold. It did not lose money, but it was bought out. I am adding TMPW Worldwide Inc. (symbol TMPW), a media advertising business. TMPW has been under heavy accumulation. If the stock has turned bullish, its company will be provided more cash to expand. I am also adding Vodaphone Group PLC (symbol VOD). It’s a wireless telecom company in a joint venture with Verizon—the best of a foreign and domestic play. Finally, I am adding a graduate of the 21 Small Caps Index, Adaptec (symbol ADPT). Adaptec had a great run up for a couple of years before the dot com bust. It’s in the networking and communications division of computer hardware. If the NASDAQ is discounting the future, ADPT should benefit at this time.

Buy Trades
# of shares Company purchase price ($)
112 Tmp Worldwide Inc 44.560
193 Vodafone Group Plc 25.960
308 Adaptec Inc 16.270
Sell Trades
522 Applied Signal Technology 8.030
262 Steris Corp 17.320
352 Discount Auto Parts 17.850


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