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

To: Rande Is who wrote (48786)	3/11/2001 12:32:39 PM
From: American Spirit	Respond to of 57584

VZ is a great buy now. Low exposure to internet collapse, imminent huge wireless IPO or sale of wireless division to VOD for a premium in cash, probably listed on the Dow sometime this year, PE now 11, very little slowdown in earnings, holds dominant wireless licences. Yes large debt but expenditure in the right places and an every day cash machine. Selling now at about half the price as when GTE and BEL merged and became a stronger unit together. Recent 15% loss in stock value as techs tumbled, pays a 3% dividend as well. SBC also a great buy but minus the big wireless event. Only downside I see is if VZ decides to buy WCOM or FON. Swallowing those might depress the stock for awhile, SO hedge it by holding WCOM and/or FON as well which are great values down here, at 11 and 15 PE respectively, WCOM being the more indebted and internet exposed. (which in the long run would be a good thing). Both WCOM and FON want to be taken over this year, as does LOR by the way. I also believe EMC is a great buy here after shedding 9 points last week. Though it won't return to its highs it's likely going to pop back up nicely on all rally days and gradually recover. Last rally it tacked on 5 points in a day or so. Suppose you could say that about a lot of them though. Just my picks at these prices.

To: Rande Is who wrote (48786)	3/11/2001 2:59:03 PM
From: maverick61	Read Replies (2) \| Respond to of 57584

Rande - thanks for the input. Yes, I too have never been a member of Market Gems, Pristine, etc - so I can't personally comment on all of that info either. And I do not doubt she works very hard at what she does - and my guess is at some point, she did help educate folks, etc. But after lurking at her thread now for sometime - I can tell you I find very little if anything of value to what she posts and IMO, what she does post is an attempt simply to hype her expensive paid services. Now, that doesn't mean there aren't some good posters there - but reading thru Jenna's posts - its all a bunch of news I get on briefing.com or elsewhere in the AM, then a list of plays she has called in their trading chat rooms, etc long after the fact that are of little use, etc. And again, I can't recall ever seeing a losing play posted. I would agree with you that she may not be part of the Wall Street elite - and that it appears she works hard - but I see little difference between her and TJ these days in that they both run an expensive paid "guru" service that they hype tremendously where they call out the picks for their blind sheep followers to follow I respect your opinion - but just wanted to offer my point of view. Thanks