Roger's 1998 Short Picks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Roger's 1998 Short Picks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joey Two-Cents who wrote (11940)	7/24/1998 4:41:00 AM
From: craig crawford	Read Replies (2) of 18691

>> IMO we'll see companies like DELL (the 90's version of the 50's TV manufacturer)and AMZN halved in the next 6 months. << Why? Will you still believe that after DELL reports a better than 60% EPS increase in a few weeks? True, this is a market of the haves and have-nots. Companies like DELL, LU, TLAB, etc are still showing strong earnings growth. The money should pour into those and I think DELL should be at 200. C$CO and M$FT are only reporting 25-30% EPS gains but the market loves their dominant position so I have to bet on those too. I bought a bunch of C$CO calls and will likely add to my DELL calls tomorrow too. DELL is cheeeeap. It is trading at a multiple about inline with it's growth rate. C$CO, M$FT, KO, GE, etc are trading at multiples well above their growth rates. Coincidently enough, beaten-up INTC with it's earnings declines looks best to me right now. Very strong. Buy calls on that too.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next