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Strategies & Market Trends : Rande Is . . . HOME

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To: HiSpeed who wrote (34816)9/14/2000 5:16:09 AM
From: American Spirit  Read Replies (1) of 57584
 
LU - if the same valuations were applied to LU as to its competitors in the fibre-optic sector, as well as all the other sectors it competes in, the PE could triple from here. In other words spinning off the parts unlocks huge value. They plan on doing this to an extent. However LU does need to resume showing 25-35% growth again. Once they do this it does indeed "deserve" to be a 100 dollar stock. That's why I give it a year to get there. At least it should double.
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