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Non-Tech : Turnaround Plays
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To: David Alan Cook who wrote (154)12/9/1997 9:28:00 AM
From: Robert Graham  Read Replies (1) of 206
 
This company seems to be like by Wall Street given its anticipated losses in the next few qtrs.

Can you explain this? What evidence do you look for that a stock is being followed and "well liked" by Wall Street?

This leads into another question of mine. What aspect of your strategy keeps you with companies that will be recognized by Wall Street once the company starts its turaround and has significantly improved its financial outlook? How long with this type of investment do you usually have to wait for results? Or do you manage to pick the stock up when itis already showing signs of turning around? This seems to be the case since you mentioned that you look for positives like revenue increases and cost improvements by the company.

How important of a role does insider buying have in a turn around play? How about cash flow? Do you look for companies that at least have positive cash flow?

I see you do hold the company for even a significant period of time before the results of the turnaround shows up in the stock. I remember at least one or two of the recommendations that you gave where the stock started moving withing a few weeks or less. This must be because you saw evidence of pending action in the stock and perhaps other significant changes in the profit outlook of the company, even though you may have already had a position in the stock for some time before your posts about the company. Is this true? Also, do you hold onto the company once the stock starts to perform to your expectations with a planned exit, or do you ride it up until its momentum fades?

Thankyou, David.

Bob Graham
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