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Strategies & Market Trends : REITS - Buying 1 - 2 weeks before going ex-dividend -- Ignore unavailable to you. Want to Upgrade?

To: George T. March who wrote (1605)	11/10/1999 1:25:00 PM
From: Richard Barron	Read Replies (1) \| Respond to of 2561

George, Like I suspected, this was an oversell on the rumor of bad news and buy on the fact. I don't know if CEI can run past 17-1/2 to 18 short term, but the weekly stochastics are turning up after months of being oversold. I have liked almost every move the company has made to recover in the last 6-12 months and think they will do fine. The CEI convertible preferred "A" is a better bet in my opinion as the dividend is secure and you still get the convertible side. Richard p.s. GTA has relatively good earnings report for a stock that was trading at 33+ just 18 months ago. DSWL is one of my favorite small caps. It has run 50% in just 3 months, but on the other hand, it grew earnings by 50% in the 3 months, signed up a major new customer - Epson, and still has a relatively low P/E around 10 trailing. Downside is 5 or 6 customers make up 80-90% of business. Upside is good management and growth despite severe Asian Flu. Earnings last 6 years were 1.18, 1.41, 1.74, 2.43, 1.76, and estimate of 2.00 or more again. I probably will only pull back to 14 or 15.