| Recent correction in Asian markets was healthy, expect sustained
rebound. Latin America off to a good start this year; Mexican bolsa
at all-time high. Opportunities in India look promising.
(Fidelity Emerging Markets, Acorn Intl). |
| OCCAMS PICKS FOR JULY 1996
-----------------------------------------------------------------------
#1 Stock Name Symbol Price2
-----------------------------------------------------------------------
1 DTE Energy DTE 30.8750
2 PECO Energy PE 26.0000
3 Springs Ind SMI 50.2500
4 McGraw Hill MHP 45.7500
5 Gen. Pub. Utilities GPU 35.2500
6 Northern St. Power NSP 49.3750
7 Public Svc Ent. PEG 27.5000
8! Pacific Gas&Elec PCG 23.2500
9 Bell Atlantic BEL 63.7500
10 Boston Scientific BSX 45.0000
11 FMC Corp FMC 65.2500
12 Columbia Gas CG 51.8750
13 Central and Southwestern . |
| Large cap cyclicals look promising.
Intl emerging markets should have good returns.
Junk Bond funds may do well.
-------------------------------------------------- |
| 1 BLUEFLY INC BFLY -0.61 -0.41
1 BIGSTAR ENTMT BGST -0.82 -0.75
1 MUSICMAKER.COM HITS -0.34 -0.13
4 FATBRAIN.COM FATB -0.52 -0.60
5 ROWECOM INC ROWE -0.39 -0.48
6 BARNESANDNOBLE BNBN -0.17 -0.24
7 PRICELINE.COM PCLN -0.10 -0.10
8 EMUSIC.COM INC EMUS -1.02 -0.23
8 FASHIONMALL.COM FASH N/A -0.05
10 STREAMLINE.COM SLNE -0.29 -0.26
11 AMAZON.COM INC AMZN -0.25 -0.28 *
12 TICKETMASTER ON TMCS -0.29 -0.42
13 AUTOWEB.COM AWEB -0.12 -0.26
14 BEYOND.COM CORP BYND -0.62 -0.74
15 EBAY INC EBAY 0.03 0.01 *
16 PEAPOD INC PPOD -0.28 -0.28
17 CHEMDEX CORP CMDX N/A N/A
17 MP3.COM INC MPPP N/A N/A
19 DRUGSTORE.COM DSCM N/A N/A
19 GOTO.COM INC GOTO -0.20 -0.32
21 EGGHEAD.COM INC EGGS -0.34 -0.42
21 ETOYS INC ETYS -0.17 -0.28 *
23 CDNOW/N2K INC CDNW -0.79 -0.91
23 VALUE AMERICA VUSA -0.79 -0.73
25 STAMPS.COM INC STMP -0.53 -0.31
26 PREVIEW TRAVEL PTVL -0.54 -0.75
27 CYBERIAN OUTPOS COOL -0.38 -0.41
28 CYBERSHOP.COM CYSP -0.20 N/A
29 ONSALE INC ONSL -0.60 -0.81
30 BID COM INTL-TS . |
| That does seem strange though with INTL because according to a 1-day
chart for todays activity, it started flat at 15 and didnt go to 15 1/4
until almost 10:50am. Then around 11:15am it hit 15 3/8 (High) and dropped
to 14 5/8 around 11:45am. From there on it just puttered around hitting
15 1/4 again a second time at around 2:30. This gathered from yahoo and
aproximations of times. If they charged you 15.5, I would tell them to
stick it. |
