Notes on Datastream (DSTM), other small caps

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RightNow on the Motley Fool boards really seems to like this one,
I think I'll try to pick some up tomorrow:

   http://boards.fool.com/Message.asp?id=1380528000120001

   Subject: Re: Small Caps
   Date: 1/19/00 8:38 PM
   Author: RightNow    

   Assuming your questions were directed to me (since i touted
   GWRX), I will try to answer.

   First, I think my best talent is in stock picking but NOT
   market or stock timing. With that in mind, whenever I find a
   stock that I KNOW I want to own, I just buy it right away --
   because it's impossible to determine what stock will do from
   day-to-day. Therefore, I advocate buying as soon as you
   decide you want to own the stock.

   My favorite small caps, in rank order of current preference,
   are as follows: DSGX DSTM GWRX NSATF ENON CMGI CYRK OPTK IONN
   SBAS SGAI INPT CAMD

   Please note that of all the listed stocks, I think DSTM is
   the most dramatically undervalued of the bunch. DSTM is a B2B
   e-commerce stock in the MRO procurement niche which should
   grow exponentially over the next couple of years. imho, DSTM
   is a steal at its current valuation.

(lots of other good small-cap recommendations in there too,
except CMGI which was a typo or thinko or something)

   http://boards.fool.com/Message.asp?id=1080158006911000

   Subject: The Most Undervalued B2B e-commerce Stock
   Date: 1/20/00 5:39 AM
   Author: RightNow    

   is DSTM.

   It's only a matter of time before the market discovers this
   undervalued gem and grants it the valuation it deserves (at
   least 1000% higher than it's current price of $20), imho.

   DataStream's iProcure should grow to be a HUGE success in the
   worldwide industrial MRO procurement sector over the next
   couple of years.

   I think the potential here is phenomenal!

   [...]

and a bit more on his other small caps:

   http://boards.fool.com/Message.asp?id=1080158006962004

   Subject: Re: I'm getting tired
   Date: 1/24/00 10:00 PM
   Author: RightNow    

   PeatBoy: As a rookie, my thoughts would say that a stocks
   load is spent if it has already increased 10-fold in 100
   days.

   Interesting assessment that, imho, may hold true on a
   case-by-case basis.

   I prefer using market cap (relative to same-sector peers) and
   P/S (relative to growth rate and same-sector peers) to assess
   a stock's upside potential -- the premise being that if a
   stock is comparatively undervalued in a hot sector, then it
   will probably continue to run.

   It would have been nice (of course) to have gotten in sooner.
   Do you think some of the stocks in your fav list (or others)
   still have huge growth left?

   Actually, I think all of the stocks in my portfolio are
   potential 5 to 10 baggers (w/i 12 months) from their current
   levels. IMHO, all of the stocks in my portfolio possess the
   following characteristics: (1) in a HOT growth sector, (2)
   are grossly undervalued compared to sector peers, (3) are
   undiscovered by the masses.

--
Gerald Oskoboiny <[email protected]>
http://impressive.net/people/gerald/

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