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

To: Spekulatius who wrote (24620)	8/19/2006 2:01:26 AM
From: Paul Senior	Respond to of 78568

Spekulatius, my opinion is it's not possible to give recommendations for stocks with 10 bagger potential that anybody would recognize, see, and act on. In other words, while I acknowledge that anybody might say and offer evidence that a stock - like any $1 stock for example - is a potential 10-bagger (and the person recommending it could turn out to be be right), I'm guessing that no recipient of the recommendation will really act on it at the time of recommendation -- and even if they did, I would be guessing they'd not make it a large bet in their portfolio (and then hang on until the 10x gain was achieved, if it were in fact reached.) Based on the stocks that I've mentioned here that turned out to be ten baggers plus, I certainly was surprised in every case that they did so, and I never could or did predict a priori that they would turn out to be so.

To: Spekulatius who wrote (24620)	8/19/2006 4:09:52 AM
From: bruwin	Read Replies (1) \| Respond to of 78568

With regard to the 10 Bagger potential of FLWS, Spekulatius, it would be interesting to know within what sort of "time frame" you envisage this happening ? With their current stock price at $4.80, not to mention a current TTM P/E of 48, they’d need to go to $48 a share. It seems the highest they ever got to was $23.19 in August '99. Although their last Annual revenue was up quite nicely, EBITDA, pre-tax income and Bottom line all declined by fairly large percentages. Their last Quarterly was, IMO, a disaster, with virtually everything down, and a Bottom line loss of -$1.5mil. compared to a previous profit of $10.3mil. It will be very interesting to read the contents of their next set of Annual Results, which should be out any day now. Considering their TTM Operating Margin and Pre-tax return on CE of only 3.3% and 5.6% respectively, I’d certainly agree with your contention that it’s "admittedly a long shot". Nice to read that recent moves in EBAY, MXIM, MSFT and CSCO (especially !), have boosted your portfolio !