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Strategies & Market Trends : Z Best Place to Talk Stocks
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To: Ron McKinnon who wrote (21910)1/13/2000 4:44:00 PM
From: DanZ  Read Replies (1) of 53068
 
KSWS GUMM.

Ron,

The analyst that downgraded KSWS today is the same one that upgraded it a few months ago. Like most analysts, this one is fickle lol. An old cliche has served me well over the years: Buy on hold and hold on buy. Analysts often have ulterior motives when they change their rating on a stock. They often upgrade and sell or downgrade and buy. There was strong buying from institutions this afternoon from 12 3/4 to 14.

KSWS is a true value stock if I've ever seen one. As of last quarter, they had nearly $7 per share in cash and a book value of about $14. They are buying back stock so the book value should increase even more when they report the latest 10Q. Their debt/equity ratio is nearly zero at 2%. Return on equity 34%, current ratio about 7x...etc. Value stocks are somewhat out of favor right now, but I think that the strong balance sheet will at least put a floor under the stock. I see very little risk in buying this stock in the 12 to 14 range. A reasonable target is 18 to 20 in the next month or two.

GUMM Yeehaw! gg My long hold has already paid off well, but I think it's getting ready to make a big move up. The stock made a new all time high today at 20 15/16 and appeared in the section of IBD that is dedicated to stocks that are breaking out on above average volume. IMO, GUMM is undervalued based on forward estimates, and the mention in IBD might cause some people to look at the company and decide that it's a good buy. The biggest risk with GUMM, IMO, is the inherent volatility of the stock and not the fundamentals, which I think are soundly bullish.

Dan
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