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Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

-16.0%

Aug 1 5:00 PM EST

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To: batman10023 who wrote (455)

4/25/2012 9:52:51 PM

From: Good Fundamentals

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Batman10023,

"

has any of the longs provided what they think the earnings will be ex bond cash and using a full interest expense? and not this quarter but for all of 2012 and 2013.

that in my mind is the best way to look at this turnrund"

Marion gave me an estimate of 15 cents/share for 2012. Rooky gave me 6 cents for 1Q 2012.

The problem with a yearly estimate is that you have to wait a year to say "Dude - you are full of SH$&"

Otherwise, each quarter is like hanging out with a coworker in a casino on a business trip "The next quarter will be different"

Yeh Yeh Yeh

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