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Strategies & Market Trends : CANSLIM - COAST TO COAST -- Ignore unavailable to you. Want to Upgrade?


To: Feraldo who wrote (5301)10/7/1999 10:57:00 AM
From: Walk Softly  Read Replies (1) | Respond to of 6445
 
F... you're in agreement with the opinion of one local analyst who has a local bias.... GTNR best case is at full valuation.... especially considering the sequential qtr rev growth sucks... and has fluctuated PYP historically.... I liked it at 3 though.... right now is flying on techs alone.... not valuation...

Why not KING.... accelerating sequential rev gwth.... moving off 36 support... recent 3/2 splt announced... sector has recently been upgraded by several major houses and 6 analysts follow it....



To: Feraldo who wrote (5301)10/7/1999 11:21:00 AM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 6445
 
Feraldo, agreed on GTNR. I was tempted to sell because they are due a pull back, but on longer term basis they are fairly valued with their sector (sector PE is around $55) and they are still under that.

Even CMED making a little come back today.

Bruce



To: Feraldo who wrote (5301)10/8/1999 3:20:00 PM
From: Bruce A. Brotnov  Respond to of 6445
 
Feraldo, some Poormans folks bought DMDS today off the $4 bottom. With this years estimates of .78 it could have plenty of room for growth if the momentum players should get ahold of it. Made a nice base that it is coming off - good for longer term bottom fishers.

SGAI up nicely on yesterdays news and INOD is also bouncing back today. GTNR was a good buy in low 9s today as it dropped to 9 3/16 on a recent breather. MGIC continues to be strong this week.

Bruce