SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Direct Focus Inc. (DFXI)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: whenitgoesup who wrote (537)2/23/2000 8:02:00 PM
From: trilobyte  Read Replies (2) of 768
 
Hi Walt,

I don't disagree with your price target for the company,
but will point out that management indicated that they
were comfortable with high-end estimate of 58cts/share
for the next quarter and comfortable with 2.38cts/share
for year 2000. I don't think you should extrapolate based
on last Q result that were clearly exceptional. However,
last Q's result do suggest that DFXI is as healthy as
ever and if ever it becomes a popular stock, should carry
a p.e. in the 30-40 range easily yielding your price
target. What was nice to hear was that: 1) Nautilus
products generated +7cts/share last quarter. So they've
really turned this outfit around. 2) new direct marketed
nautilus products starting to sell around Q2-3. 3) beds
starting to sell now with positive consummer response.
4) tons of cash put to the bottom line will probably be
used for acquisition.

I commend you for your patience and agree with your
optimism concerning the company.

back into the stock at 27$ this am.

cheers,

Trilobyte

p.s. any of the old crew still lurking? Clement? Mark?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext