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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (18469)1/11/2000 6:25:00 PM
From: Paul M.  Respond to of 57584
 
Rande..I am confused! The CICI buys....lets say it was a MM rather than a small cap mutual fund. One more bullish than the other. Thanks
Paul



To: Rande Is who wrote (18469)1/12/2000 12:25:00 AM
From: American Spirit  Respond to of 57584
 
Downdraft today made some bargains real steals. I'm sure you all have your own list. Here's mine.

BEBE and ANF - PE's now less than half GPS's and they have better earnings. BEBE 66% short on tiny float. Earnings Jan. 20th should be stellar. Dec. sales up 33% froma year ago. ANF similar situation but has SEC case. When that settles a double off the wall. Both will double by spring IMHO and I see virutally no downside risk. Ditto URBN, less earnings but even cheaper. Down 60% in two weeks and is a damn good company.

WCOM, LU, IFMX, EGRP - I feel they are all at the bottom
EGRP a little risky though due to expense of all those ads.

MXTR - rumored buy-out. Was down today along with almost everything. but IBM, CPQ and IMRS were up on a terrible day. Good news brewing on each it seems. IBM and CPQ a safe 10-15% or so but IMRS is so low it could easily double. Hasn't had any news since fall. Today's buying might signal something. At PE 12 down 70% from 52 week high.

CPU, ESHR - anything could happen

Good luck everyone. Hope this BS interest rate worry blows off tommorrow. As far as I'm concerned, the Fed hike is old news. And companies like Bebe don't even have any debt.