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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: the_wheel who wrote (18737)	12/6/2002 5:13:24 PM
From: mishedlo	Read Replies (1) \| Respond to of 30712

GM is also GTZ losing $ on every car they sell and next year sales will be less. F will go under first. I also forgot to mention S M

To: the_wheel who wrote (18737)	12/6/2002 6:42:23 PM
From: mishedlo	Read Replies (1) \| Respond to of 30712

Wheel - I did a veery quick perusal of every company in your list. Looked at cash flow to see if they made enough to service their debt and other subjective factors. These rae the ones that stood out IMO, but bear in mind I did a very quick review. BCE NXTP WMI DVA XRX USPI FDC SSP PRGX CBST LAB NDC AWE DJ IMH DHR DT 17 top candidates out of your 50 I am confident that I am not too far wrong. Add S GM GT and you have a nice 20 Add JPM C IBM F FNM and you should have a nice 25 of the biggest derrivative messes, debt messes, etc that you will ever find. M

To: the_wheel who wrote (18737)	12/6/2002 9:48:37 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 30712

Out of those, on pure sentiment alone I vote for JNY as a BK candidate... Jones Apparely Group, this is Jones New York for women, the Lauren retail group and some others. The real problem with this company is the channels they use... they sell to high end retailers like Macy's and rely on brand name advertising to sell for higher prices. The trend is for retailers like Nordstrom and even Target to create their own brands and cut out the middlemen. They are an acquirer like most all of the high profile BKs were... hence the high debt loads. It looks like they recently acquired Gloria Vanderbilt and McNaughton too so they are still on the acquisition trail. It doesn't look like they have any lines catering to Gen-Y (the A&K crowd)... seems like a disadvantage The chairman Kimmel is dumping shares like no tomorrow. Buffett just dumped 5% of the company. Lizzie