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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (9843)	7/23/2002 11:37:44 AM
From: Dave Gore	Respond to of 16631

Companies Beating Earnings w/good guidance -- ITRI and others are down greatly, even though earnings are up, guidance good, and there are no warnings. Let's see if bargain hunting for cheap prices on these makes good R/R sense. Itron Inc (NSDQ:ITRI) - beat by 3 cents and steadily uptrending earnings, as I said yesterday. It's down from $36 to $15.50. Also SCHL (beat but down from $56 to $34+), THQI (beat with superb guidance yet way down), defense stocks like NOC and RTN (down 35-45% from highs), WM (super low PE, and beat with exc. guidance) and others whose PE's and PEG's are very reasonable, with no warnings of misses by the companies. In this suddenly value-conscious market these are some I am watching. Many Dow stocks look good as well. EARNINGS REPORTED Newest Quarter Ending 06/2002 = .29 03/2002 = .24 12/2001 = .22 09/2001 = .21 FUTURE EARNINGS CONSENSUS: Quarter Ending 12/2002 0.31 Year Ending 12/2002 1.04 Year Ending 12/2003 1.26 Long Term Growth 28.20 % kevxml2a.infospace.com.