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Pastimes : LVB Investment Group
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To: Mr. Bean who wrote (28)9/18/1997 7:42:00 PM
From: Vanni Resta   of 1253
 
Bean, re your picks.

You sure know how to pick 'em. I do believe this is the first time I have gotten a useful recommendation at SI. MSD has some amazing upward revisions of 9% (in the last month) for FY1 and 6% for FY2. It has a good history of earnings surprises, too. Is this a turnaround of some sort? You seem to have called the bottom pretty well. Another nice thing about this stock is that a relatively small number of analysts cover it. That means their upward revisions are more significant. Why? Because it takes longer for the news to get into the market.

Jetform also seems to be a turnaround. It has a slew of downward revisions until Sept. 5 and 12. Is this going to be the beginning of a trend? What do you know about its story? And it is hard to argue with a 50% long-term growth estimate.

Newbridge has too many downward revisions recently. I will pass on that one.

But the other two are going down on my research/watch list.

BTW, I checked out NMGC while I was in there. The downward revisions were just some fine tuning. No big deal. Keep an eye out for others, though. (Or, I will on your behalf.) And they are from a firm called Buckingham. I've never heard of them. My guess is they are less significant.

And, another thing. Here is one I really like. Watch CPWR. On dips down to the 56 range, but especially at 54 or 55, this one is a great buy. Again, a good long term hold, but the price will pop nicely (to upper 60s) when they report a surprise again in October.

Happy Investing!

Vanni
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