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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (2795)8/13/2003 1:58:37 PM
From: JoeinIowa  Respond to of 23958
 
Sergio,

DXT is finally on the right side on the earnings curve. Even with less sales they made more money as you noted. Next quarter should be a pretty good one also which probably puts them at a PE of 6-7 for this years earnings. If sales actually increased they would do real well.

On TMR. Next quarters NG flow rate will be almost double this quarters. They are going to make a lot of $$$$. They also are reducing debt in a big way over the next year. If NG prices spike in the winter this is going to be a great play. If they stay around $5 you are still looking at a price around 2-3x cash flow. Read all todays headlines. They look bad but next quarter is really the start.

Joe



To: Sergio H who wrote (2795)8/13/2003 2:02:46 PM
From: Gulo  Read Replies (1) | Respond to of 23958
 
I'm out of my Aug 12.5 calls, and half my Sept 12.5 calls on PKN. Most gratifying.
I'll keep the remaining Sep calls to see where the run takes me.
I suspect that PKN will distribute some cash, so I may end up exercising the calls.
-g