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Technology Stocks : Jabil Circuit (JBL)
JBL 198.83-0.8%Nov 18 3:59 PM EST

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To: Rob L. who wrote (2016)12/11/1997 5:02:00 PM
From: Fenton White  Read Replies (1) of 6317
 
Covered 25%; we still think it has not found true value. I am still shorting AOC ( they did not make their number last quarter and I do not think they will make it this quarter). They just closed on an insurance company in Germany. Articles question profitability in Germany.

ABTE turned down $12(stock); we think the stock is worth 14 cash min.

PSIX has a longer time frame (4-6 months) due to acquisition schedule.

HBAN Great market position (fits Mellon,PNC, and others)they just acquired branches in Floridia.

LUC - Option volume looks interesting to me; I'm playing this one for acquisition.

Merry Christmas,

Fenton

PS, please look at MARKETWATCH in www.pctoday.com look at the price trends. Even if they make their number the stock WILL continue to go down. If it runs over 45 we will short it again.
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