Cents and Sensibility - Kimberly and Friends' Consortium Message Board

STOCKTALK

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: 2MAR$ who wrote (49108)	12/21/1999 5:12:00 PM
From: JD	of 108040

I need a TALK target - usually I will sell just as the CNBC guest is getting introduced - but not only is this "happy after-hours", its "AMATEUR HAPPY EVER AFTER HOURS". How do you set targets when you're in the twilight trading zone?? TALK is gonna show an EPS for '99 of around $0.90 this year. Price to sales looks to be about 2 (based on 3rd qtr. sales). Sales growth >20%, mean estimated EPS for 2000 = $1.21 (a 37.5% growth vs. this yr.). Lets see, 37.5 growth rate X .9 = $33.75 Traditional fair value. Now, we got to raise target because: - its a dot com - its amateur hour end of yr madness - 5 yr. sales growth rate = 69.6% - Industry PE = 29.8 - Industry ave. Price to Sales = 10.47 (TALK = around 2) I'm not going to post what it should be trading at to be fairly valued with its peers....but its safe to say its undervalued!!!!! Not a recommendation to buy, do your own DD....yada, yada, yada Jerry (who's not feeling so bad for dumping some GEEK for TALK before close).

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