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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: EL KABONG!!! who wrote (462)	4/12/2004 6:07:02 PM
From: The Philosopher	Read Replies (1) \| Respond to of 469

My investment club used to own JNJ before we closed shop permanently. We had sold them at around 55 or so, back in 2001. We used the proceeds to buy Pfizer (PFE). Neither stock has been a real good performer since then. JNJ is currently selling for less than what we sold for over 2 years ago now. And PFE is up only 10%, give or take, in the same time frame. The price of JNJ stock has been pretty much range-bound since late 2000. Which means, given that it has been growing sales all that time, that when it does break out it will do so nicely. I hope! Priority Healthcare... Interesting company... Fantastic numbers as projected by Value Line... I like them at or under $19. If you decide to buy, let the thread know so we can front-run you on the stock... <ggg> Better you short them -- it seems that my decision to enter an order is a guarantee that the stock price will drop!

To: EL KABONG!!! who wrote (462)	4/15/2004 4:04:09 PM
From: - with a K	Respond to of 469

ACS Yahoo post: From Goldman Sachs by: moralcare 04/15/04 02:09 pm Msg: 4777 of 4777 Case for outperformance of Affiliated Computer Services shares strengthening 04/15/04 8:05am ET We reiterate our Outperform rating on Affiliated Computer Services, Inc. (OP/A) within the context of an Attractive coverage view and see the shares as the most attractive in our coverage universe. Although they have performed well recently, we believe that the shares could be poised to break out of their trading range for the following reasons: We estimate the company's earnings power for fiscal 2005 at roughly $3.20, considerably above the $3.06 consensus estimate. The shares should benefit as estimates rise. Recent contract signings are sufficient to meet near-term estimates, with better renewal rates and lower price concessions on renewals adding an extra boost. Bookings growth should return to positive territory in the current June quarter, helping investor sentiment. The problem contracts in Georgia and Florida aren't hurting bookings as some feared, with the company announcing new wins in similar areas in recent weeks. An expansion in the share buyback could add $0.04 to as much as $0.20 to fiscal-2005 EPS. The P/E is 15% below the historical average.