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Technology Stocks : Full Disclosure Trading

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To: Sam Citron who wrote (3441)12/26/2002 1:18:54 PM
From: BWAC  Read Replies (2) of 13403
 
OT I could post the trades. Sometimes they are daytrades, some are two or three day trades. Does the thread feel this subject will be of any interest beyond the current season?

Right now I'm looking to buy HD somewhere $24.20ish for a quick trade.

Re saturation threat. I can remember last time "saturation" was a big focus for HD. It was when LOW started/got serious with its expansion a few years ago. Both HD and LOW have done well since. Despite stores competing against each other in close proximity. Right now HD is valued PE wise at 15, and LOW at 21 or so. Why pay 21PE when the equivalent can be had for 15? Thus my focus on HD right now.

Plus LOW is building a huge new campus right now to keep up with its expansion. And moving corporate operations 60 miles to Charlotte from the current/original facilities in a small town. Got to think that expense will deduct a bit from earnings, and maybe lessen their sharp focus on business for a while.
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