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Strategies & Market Trends : MOVING NOW!
CTIC 9.0900.0%Jun 26 5:00 PM EST
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To: rocklobster who wrote (4306)10/25/2000 1:55:28 PM
From: edkaiser  Read Replies (2) of 8046
 
TMWD $16 is ludicrous on this one.. its nearly at its IPO price and is featured in Toby Smith's potential 1000% gainers. and that was when it was priced at $40 for those who missed last falls run over a hundred..I would buy this one with both hands at this level...and I have.. ';<( well actually a wee bit higher..dangit..LOL.. This company met earnings expectations..is growing massively and had to take a write down in receivables because of a recent acquisition. the writedown hurt its balance sheet which is why its been punished.. This has no effect on its core business which is growing by leaps and bounds.

I bought that sucker at 26 the day after earnings thinking that was ludicrous. Turns out, it was, LOL. I agree with you about it long-term, though. Right now it's trading at less than 10x its rev. run rate. I'd like to buy it in single digits (and I'd like to wait & see if there are any shareholder suits forthcoming), but one way or another, this will be part of my 2001 post-bear portfolio.

Another one from that same Tobin Smith article is BFRE, which just announced 300% rev increase and will probably drop below 10x rev, too (and is down about 80% from where Smith said he liked it).
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