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

To: James Kibler who wrote (14189)	10/18/2002 3:26:50 PM
From: Bruce A. Brotnov	Read Replies (2) \| Respond to of 16631

James, I like RACN because they did meet their .58 estimates and it may have just been selling "on the news". The growth rate perhaps was less than some wanted (14.5% for earnings I believe) but the PE of 13 is certainly reasonable and I have been following and holding and trading this company for more than a year. Analyst Estimates Trend This Qtr 09/2002 Next Qtr 12/2002 This Fiscal Year 12/2002 Next Fiscal Year 12/2003 Current $0.58 $0.39 $1.46 $1.72 7 days ago $0.58 $0.39 $1.42 $1.72 30 days ago $0.58 $0.40 $1.42 $1.72 60 days ago $0.58 $0.40 $1.42 $1.72 90 days ago $0.57 $0.39 $1.39 $1.65 Qtrly EPS History 06/2001 09/2001 12/2001 03/2002 06/2002 Estimate EPS $0.00 $0.30 $0.22 $0.07 $0.17 Actual EPS $0.14 $0.51 $0.32 $0.18 $0.29 Difference $0.14 $0.21 $0.10 $0.11 $0.12 % Surprise N/A 70.0% 45.5% 157.1% 70.6% Earnings Growth Last 5 years This Fiscal Year Next Fiscal Year Ave Est Next 5 years P/E (FY 2002) PEG ratio RACN Industry Rank: 5 of 15 N/A 41.8% (12/2002) 17.6% (12/2003) 15.0% 10.07 0.67 Industry (leisure&rec pr) 9.6% 18.3% 25.0% 16.2% 18.77 1.06 I can't explain the sell off in AHMH yesterday when they reported .76 earnings and beat estimates by .11 either. I think we may have seen some short term profit taking in both stocks and once the sellers move on they should bounce back. AHMH already coming back some today along with NLS which beat estimates by .01. Bruce