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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Berney who wrote (7621)5/18/2001 9:19:03 AM
From: Nancy  Respond to of 52237
 
just for illustration purpose, goldman sache analyst who has downgrade ntap at the price north of 90 recently raised her est from 0.15 to 0.18 for fy2002 and remains cautious.



To: Berney who wrote (7621)5/18/2001 9:28:11 AM
From: waverider  Respond to of 52237
 
On normal valuation parameters, you are right. But I am wondering if the rule of cyclical investing applies here...

Buy when PE is high (due to poor earnings outlook) and sell when it is back to normal to low (relative to past performance).

What do you think?

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