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Strategies & Market Trends : H&Q Conference, January Effect, Etc.

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To: Kevin OBrien who wrote (219)1/27/1997 8:17:00 PM
From: James Corpening   of 246
 
> I'M aware. I will check out the future prospects on my
> valuation formula. Further splits seem imperative.

About that, I'm sure. The question is, When? I was
fortunate enough to suspect it would happen (using
strange intuition) and get in on 10/29, before the 11/12
announcement. One of my colleagues at work laughed when I
bought MSFT at 137 ("Jim's of the Buy-High-Sell-Low school
of thought"), but I got to laugh when I told him that I'd
make money if I sold at 75.

I'd now like to see CISCO go 2-for-1. They split in March
or April each year between '91 and '94, but then took a
two-year break until last February.

What's your valuation formula?

-jim
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