Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Terry Lyon who wrote (10023)	2/20/2000 11:54:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 78666

Here are my comments on your picks based on a BRIEF review: RPM: I see no major change likely in fundamental performance or catalyst for a change in the stock price. CMH: See my comments to Jim in post 10009. PBY: I won't consider S&P downgrade candidates. I love to read S&P debt commentary as it is often much more straight, complete and objective than stock commentary. PIOS: I much prefer SEMI (which I own) to PIOS at current prices. NEOG: I don't see any dramatic growth potential here and in view of the explosive moves in all real biotech companies, the market does not either. Please correct me if I am wrong.

To: Terry Lyon who wrote (10023)	2/21/2000 12:51:00 AM
From: James Clarke	Read Replies (2) \| Respond to of 78666

like RPM and CMH for the reasons you cited (and many more with CMH - RPM I don't know well though it is perpetually on my "get to it late this week" list) PBY I would be wary of. Competitors I have spoken with say they are beyond fixing. I live in their home base of Philadelphia, and their stores here look old and tired. Is the balance sheet still deteriorating? If things are starting to improve operationally, you've got a stock that everybody has given up on, so it probably has a lot of potential upside. If my understanding of the fundamentals is right, though, that is not the case. I have not looked at the company specifically for a while, though I do look at the industry off and on. Way too many stores.