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Saturday, February 14, 2009

Mid Month Review - Feb Watch Lists



OK, so here is my mid month review....

My watch list is trailing my cut list (barely) due to a less than enthusiastic response to SCOR quarterly report.

Thankfully I did not invest in them... Though I was tempted.

I took last months gains from Gamestop (GME) and invested in Net 1 technologies (UEPS).I am still tempted by eHealth (EHTH) and Graftech (GTI).

eHealth continues to post impressive results regardless of economic conditions and stands a good chance of added business with Obama's planned reforms.

Graftech also continues to impress and seems to be very strong on the rebound even in today's economy.

Both companies also pocess impressive balance sheets and product lines.

For now, I am keeping GIGM and UEPS while maintaining a positive outlook and entry point back into GME as well as both EHTH and GTI.

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