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Strategies & Market Trends : Lizard King's Trading Swamp

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To: Paul A who wrote (6597)5/4/1998 10:14:00 AM
From: james r. davila   of 7396
 
Sold ITSY for 7/16 today, did not think it could break high, who knows?

Sold NTSC on strength today, take my loss and move on.

KELL did have earnings a little bit ago, .01 cent above estimates, but do not buy too fast.
After reading report, they had Accts Receivable and Inventory way too high for my liking. Also notice Long Term Debt increase from 40% to above 100% D/E. I don't like that at all, stock should come back.

I like MINI here, but again they have 300% D/E, scary, possible secondary.
Also looking for entry into SIRN, hate industry but they are making all kinds of dough.

jim
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