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August 14, 2009
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First, AXYS. I have been following this one for a long time and I've always liked it. I see Harris (HRS) got a big boost recently from announcements from the Pentagon about the likelihood of more business coming their way. I expect the same for AXYS.
Second, STLD. Again I've followed it for a while and it always seems to hold up relatively well despite the recent market conditions. It seems to be well positioned for some big gains.
Third, AMAT. A Steady-Eddie that looks like it will be returning to pre-'08Q3 form.
That's it for now. FYI, I am adding to my pick list with the hope of moving up the P&P Tops list. Middle of page 3 is just not satisfying enough.