sonny, re: dell,pfe, avon, tbr, LU
LU: all the good news all the time but the stock sinks? why?
i expected LU to be a bit higher (75) on Friday. CEO said they are
in line w. expetactions and we know about all the business they are
winning. Maybe forward looking is not so great ?
================================================================
dell:
if u feel tempted to sell dell and you can ask me to try to talk
u out of it.
Dell eyes shipment milestone,
this link will point u to 3 other articles who titles i have pasted below.
news.com
Second half looks better, for some September 11, 1998
Dell sees "great" quarter September 10, 1998
Dell closes the gap on Compaq July 27, 1998
============================================================
pfe
Re: death of a man who is NOT taking nitrates and PFE's response.
exchange2000.com
what are your thoughts on this?
================================================================
i was looking at avp (avon) it's @ same price it was back in 94.
funny it takes many years to buy and hold and one could be wiped off
in a few weeks.
i felt so bad for avon share holders.
positive
ceo was nbr saying their growth rate is approx 16-18% (not bad condsider intel
growth rate 17%).
ceo thought asian customers, value oriented, will shift from EL to AVP. AVP
trading below market mulitple and below in it's industry multiple. seeing today
muliti year lows. the stock was 30 in 1994 and today 28.
EL (esteLauder) is not even at 52 week low, higher mulitple, company
announced stock buy back and was up 4.
ceo has purchased shares in the open market at much higher price from here.
either the ceo is too optimistic or he really sees value in his company
Negative: only 35% of their business is domestic. mostly international.
I have collected lots of other material on avon if anyone is intrested. My problem
is since i don't understand the business
i sort of watch and wonder and some times these stock make a huge
jump after i wonder why they are so low.
take PVN for example. last weekend i studied banks and could not understand
why PVN was affected so badly but then i thought the street knows the best and
i better not jump into something i don't understand. so all my work goes to waste cuz i failed to take action. and moved in at higher price.
tbh/r was an out right steal. and since I followed it so closely, I picked the
bottom. This is our chance to diversify. |
