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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Yan Li who wrote (18385)2/22/2000 2:41:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> I suggest adding BLDP to proj Hunt list.

I took a quick glance at Ballard Power's profile on Yahoo and came up with some questions:

biz.yahoo.com

Why are so many speculative Story Stocks based in Canadia?
No inferences regarding jdsu or ntel intended.

Why have the markets rewarded such poor financial performance a market cap of almost $10B? For the 3 months ended 09/30/1999, revenues were 16,316; after tax earnings were -22,181. (Preliminary; reported in thousands of Canadian Dollars.) Also, when will they issue an earnings report for the period ended 12/31/99?

If this company has a bright future, why haven't the normally astute institutional buyers perceived it? With only 8% institutional ownership, it seems only retail investors have bought Ballard's story.

Imo the fuel cell sector makes btc Internutz stocks look like fundamentally sound investments. Why do you feel Ballard Power is worth a Project Hunt effort, Yan Li, and are you volunteering to do it?

uf
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