Replies to post #5906 on Zeev's Turnips Patch-No Politics (ZEEV)

[MyHunch]

Thanks. eom.

[Rick Storm]

Zeev, I am unclear as to how you think the Nassacre plays out. Do you think the action of GNT and volume is setting the stage for a September low in July-August. That is, do we just get to Sept in one final blow down? Can you remind me what your naz target was for the Sept low. Thank you, Rick

[JLSegal]

Zeev, what changed your mind on SNDK?
Where did you pick it up? (sorry, I know you post all of your new positions .... I missed this one. )
-thought you wouldn't pick it up before it dipped to the 12 area:

http://www.investorshub.com/boards/replies.asp?msg=421007

BTW, do you follow FLSH too .... they'll be reporting tomorrow.

Also ..... any thoughts on ESST? ESST reports this Wed, the 24th. I thought if you liked ZRAN here, you might also be interested in ESST .... it's much cheaper - very low p/e & strong fundamentals. They've raised guidance, twice, just recently.

[Patrick Bateman]

You wouldn't throw INTU in there (as long as 40 holds on closing basis)?

I would

Virtually Yours,

Pat Bateman

[brbz]

Zeev:

You might want to consider adding this one to your basket, in lieu of or in addition to Amgen:

http://www.siliconinvestor.com/research/chart.gsp?lotemp=&period=240&chart1=ma&s=AMLN&am...

Also, check institutionals and insider buying. TA and FA seem to align on this one.

- a long time lurker