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To: Dale Baker who wrote (30856)8/21/2002 10:31:20 AM
From: benchpress550Read Replies (1) | Respond to of 118717
 
After seeing BBY and RSH get pounded after earnings, a couple of short ideas to look into.
bullsector.com

The reason why I having taking the time to research this idea is I am going scuba diving in a few minutes.



To: Dale Baker who wrote (30856)8/21/2002 11:28:47 AM
From: Carl WorthRespond to of 118717
 
agree, PERY report was decent but not great, stock didn't move up at all on the news as compared to last time so i sold out at the open too, looked like they might try to rally it once but no dice....will have to look at it again once it settles after the earnings report, the mention of 10 cents damage to the results due to the Jantzen (sp?) acquisition was unexpected to me and probably kept the stock from rallying like it did last time, without that they look to have had a pretty solid quarter

QFAB perking up a little here and chart starting to improve, it lost about 5 bucks on a 1 cent miss and appears to be way overdone on the downside, non tech version of JDAS <g>

carl



To: Dale Baker who wrote (30856)8/21/2002 11:52:26 AM
From: Paul SeniorRead Replies (2) | Respond to of 118717
 
You got out of PERY in the nick of time! I'll add to my position with the stock now down 2+.

Stock below book value, reasonable forward p/e. Decent business prospects. Debt/eq. very high though, imo.