I think Lr looks good for the long term and I've started accumulating shares.
Here are some notes I've collected in my research that I haven't seen posted elsewhere:
From Morningstar - Earnings Estimates:
Annual Earnings Estimates
06/00 06/01
$ Growth % $ Growth %
High 0.36 --- --- ---
Low 0.36 --- --- ---
Mean 0.36 --- --- ---
30 Days Ago 0.36 --- --- ---
60 Days Ago 0.34 --- 0.53 55.9
90 Days Ago 0.34 --- 0.62 82.4
Number of Estimates 1 --
Five Year Growth Forecast: 11.0%
Industry Average: 23.7%
Morningstar Stock Grades (as of today)
Growth C
Profitability B
Financial Health C-
Valuation NA
Industry Peers per Morningstar
Market Cap - $Mil Sales-$Mil Grwth - MS Stock Grades (Grwth,Profitability,Fin Health,Valuation)
Lanier Worldwide 57 1,382 C B C-
Industry Average 427 2,760 C+ B- C B
Arrow Electronics 3,263 10,792 B- B+ C A
Ingram Micro 2,718 29,140 B+ B B- A
Tech Data 2,334 18,039 A B+ C A+
Netegrity 1,537 17 B A- B- D-
United Stationers 1,018 3,676 A- C A- A+
Ikon Solutions 579 5,466 C D C- ---
MCSI 301 819 A+ B D+ C-
Bell Microproducts 223 1,356 A B --- B
ScanSource 211 442 A+ B+ --- C
Pomeroy Computer Res 206 804 B A C A
Danka Business ADR 142 2,664 A- D- F ---
Daisytek Intl 115 1,060 B+ B C- C-
Latitude Comm 93 41 B+ C- A- ---
All Amer Semic 68 412 B C F ---
Software Spectrum 56 1,038 C B B- ---
Merisel 53 5,101 C- C- D- ---
En Pointe Tech 52 605 C C D- ---
Wire One Tech 28 59 C- C- D- ---
SED Intl Hldgs 27 639 D C C ---
GTSI 26 668 D+ C+ D- ---
Industry Average is equal-weighted.
Mkt Cap as of 07-31-2000.
Sales TTM through most recent quarter-end.
Grades through 07-31-2000.
From Hoovers: COMPANY INFORMATION FOR Lanier Worldwide, Inc.
Lanier Worldwide is replicating its way around the globe. The company is a leading supplier of office equipment including copiers, dictation equipment, fax machines, health care information management systems, and printers. Its Lanier Professional Services subsidiary offers such outsourcing services as binding, commercial scanning, reprographics, litigation support, and mailroom management. Lanier sells its products directly and through resellers. Customers include Abbott Laboratories, Corning, Merck, and NASA. Nearly 30% of its sales come from outside the US. In 1999 Lanier was spun off from communications equipment maker Harris Corporation, which still holds a 10% stake in the company.
Top Competitors: Canon | Ricoh | Xerox
Latest Quarter Previous Quarter 2 Quarters Ago 3 Quarters Ago
% Inst Owned: 44.2% 47.1% 6.1% 0.0%
Shrs Bought: 6,591,479 34,549,586 5,058,514
Shrs Sold: 8,968,612 542,802 0
Net Bought(Sold) (2,377,133) 34,006,784 5,058,514
# Inst Owning: 92 110 22 0
# Buyers: 33 92 22
# Seller: 69 13 0
Net Buyers(Sellers): (36) 79 22
Some other useful research links:
smartmoney.com
sites.stockpoint.com
Finally, if you want to do a quick and dirty read on recent yahoo messages (without having to wade through endless drivel), use this link. quickbrowse.com
This will give you on one html page, the most recent 50 messages. If you want more, change the number of pages in the link from 50 to whatever. I've done as much as 400, but it eats up a lot of browser memory and sometimes crashes my computer.
Kathleen |
