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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (50027)1/24/2002 1:04:47 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
Frank,

All I can say definitively is that it appears to be a better value now than it was before their earnings report.

For the sake stressing the importance of adhering to investing discipline, please offer the information that "definitely" supports your contention. In other words, please explain why the stock, which is up 7% since yesterday's earnings report (which by the way has absolutely no information about free cash flow), is relatively cheaper than before the earnings report was released.

--Mike Buckley



To: Uncle Frank who wrote (50027)1/27/2002 1:58:45 AM
From: Dinesh  Read Replies (1) | Respond to of 54805
 
But if you write slightly OOM covered calls, the assumption
got to be that at certain price point, the it is just
too overpriced (i.e., too far above the implicit value)
to let go. Even for a die-hard ltb&h fan. Of course one
could attempt to cover before getting called.

It's hard to say if this is a better value today than
at pre-earnings. If the vision is clearer, the valuation too
has moved higher.

Regards
Dinesh


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