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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (19445)7/19/2004 9:55:36 PM
From: Paul Senior  Respond to of 78576
 
Congrats to all those who held BDK. Looks like gains will hold (up in aftermarket).

Looks like an all-time new high. I had figured the business and stock to be cyclical and and would drop back as cyclical stocks do. I was wrong on that.



To: Spekulatius who wrote (19445)7/22/2004 11:17:07 PM
From: Spekulatius  Read Replies (1) | Respond to of 78576
 
Decent earnings all around my portfolio:
BKD,ABC, Via.b, AMGN and MLNM all beat earnings as far as I can tell. Only TSU had weak earnings, mostly due to the cost of acquiring a substantial number of new subscribers - the revenue growth YoY was around 35%. This hardly looks like the world is coming to an end and sooner or later the stock market will recognize that.


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