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Strategies & Market Trends : Z PORTFOLIO

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To: Ron McKinnon who wrote (5043)8/13/2000 2:21:44 PM
From: Kelvin Taylor  Read Replies (1) of 11568
 
Z holdings:

made my commentary last month:http://www.siliconinvestor.com/readmsg.aspx?msgid=14091782

Here is an update:

CELL: got clobbered by not beating the est. revised EPS of $0.16 and yearly earnings of $0.70. assuming these revisions are correct the stock is STILL trading @ a PE of 6.3. do I hear cheap stock?

bot more in my personal holding @ $5 1/8. think this stock has much more upside than down. let's see what the next earnings report shows.

AGIL: reports on the 17th. stock has already corrected quite a bit. 3 qrts of beating the street. could be another upside surprise.

ANAD: est.for the 3rd qrt(Sept. 00) is $0.21 vs only $0.10 last qrt year ago. PE 31. looks like a great value here.

PUMA: reports on the 24th. will evaluate the stock at that point.

SBAS: software. not liked very much now. expecting a double digit price by year end.
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