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Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?


To: Rob L. who wrote (2016)12/11/1997 1:10:00 PM
From: TIMMY T.  Read Replies (1) | Respond to of 6317
 
Today's drop is due to QNTM and the general mood of the market, not because of earnings. I think JBIL will at least meet concensus of $0.48. Will be looking to add more at 35 gap.

Rob, will you be in at 35?

-TIMMY T.



To: Rob L. who wrote (2016)12/11/1997 1:13:00 PM
From: BenYeung  Read Replies (1) | Respond to of 6317
 
Rob, have your lost your judgment? Who told you that a six-point drop with huge volume has anything to do with earnings that are not even released? If you are still standing on the sideline and being all pessimistic about stocks, U might missed out on a good run.
Remember, selling does not cause price declines, its a decline that cause selling......



To: Rob L. who wrote (2016)12/11/1997 5:02:00 PM
From: Fenton White  Read Replies (1) | Respond to of 6317
 
Covered 25%; we still think it has not found true value. I am still shorting AOC ( they did not make their number last quarter and I do not think they will make it this quarter). They just closed on an insurance company in Germany. Articles question profitability in Germany.

ABTE turned down $12(stock); we think the stock is worth 14 cash min.

PSIX has a longer time frame (4-6 months) due to acquisition schedule.

HBAN Great market position (fits Mellon,PNC, and others)they just acquired branches in Floridia.

LUC - Option volume looks interesting to me; I'm playing this one for acquisition.

Merry Christmas,

Fenton

PS, please look at MARKETWATCH in www.pctoday.com look at the price trends. Even if they make their number the stock WILL continue to go down. If it runs over 45 we will short it again.