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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (53597)	4/19/2002 11:51:01 AM
From: longdong_63	Read Replies (2) \| Respond to of 99280

I don't know Zeev...McCllelan oscillator implying a big move in the next couple of sessions..don't know which way yet but it feels like distribution and the internals are saying distribution also. bigcharts.com

To: Zeev Hed who wrote (53597)	4/19/2002 11:55:58 AM
From: Steve Lee	Read Replies (2) \| Respond to of 99280

"direction is up" even MSFT? Hope not, just shorted it. After the lowered guidance and the incredible spin following it I think that as soon as the options related support has finished (maybe a few hours, maybe Monday) then MSFT will quickly be revisiting the Sep lows - at least. According to estimates and guidance, their earnings over the next four quarters, compared to the four quarters just passed, are set to increase by 2%. Their revenues are set to increase by 11%. By contrast the one year forward PE is 30.6 and the forward PS is 10.2

To: Zeev Hed who wrote (53597)	4/19/2002 11:56:18 AM
From: Henry J Costanzo	Read Replies (1) \| Respond to of 99280

Relatively new lurker here.........VERY impressed by your move into MSFT around 52 last night. At that point, with the sharp break and the initial gloomy read of the earnings report, I wouldn't have touched it with a 10-foot pole. Would be very interesting for me - and, I'm sure, for others - if you could give us a run-down on the reasons for your move - e.g., did you have a downside target in mind, some chart point you had been looking at, etc??? If you've already touched on this in one of your posts, let me know, and I'll look for it....This board is SO ACTIVE it's impossible to keep up with all of it........TIA

To: Zeev Hed who wrote (53597)	4/19/2002 11:56:30 AM
From: stimulus	Read Replies (1) \| Respond to of 99280

Zeev, Are you still holding CHKP? Where do you think it goes after earnings next Tuesday?