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

To: John J. O`Reilly who wrote (15679)	1/30/2003 10:42:58 AM
From: Bruce A. Brotnov	Respond to of 16631

MSN looked pretty good yesterday when it reported .12 and the estimate was only .05. Now we'll see if it can continue and maybe go a little higher. Bruce

To: John J. O`Reilly who wrote (15679)	1/30/2003 3:05:36 PM
From: Bruce A. Brotnov	Read Replies (2) \| Respond to of 16631

Check this chart for INVN and how it ran up from mid Dec to Mid Jan while the short interest also ran up 23%. quicken.com Yesterday I read on Market Guide where a broker (I think it was Merrill) said the they are getting too much competition from L-3 and can't sustain their earnings. Probably 1.60 will be hard to match, but gee whiz, where's the beef unless they were shorting it. It already has a PE of 12 vs 25 for the stocks in the security sector. Comments? Bruce