Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Helen of Troy Ltd (HELE) -- Ignore unavailable to you. Want to Upgrade?

To: Rambi who wrote (59)	12/28/1997 6:28:00 PM
From: Chris Nevil	Read Replies (1) \| Respond to of 295

Penni, Peter, I've been long HELE for some time and am obviously rooting for your positive scenarios to play out. But I think it should be noted that the Scholl's production problems, while the most significant contributor to the estimate shortfall, were not the only issue. HELE has had temporary displacement at a couple of drug chains due to mergers. The west coast port shipping fiascos caused by Union Pacific's problems caused HELE some grief getting Christmas goods where they needed to go. Then there's the unknown impact of a generally lackluster retail quarter. I join you both in hoping for the best but am steeling myself to try to look beyond whatever ends up being reported next month. I am also a bit surprised that there's been no news of HELE resuming or relaunching a share buyback at these depressed levels. When I've asked the company about this they have not committed to any particular plan but have duly noted that the company has bought back stock more than once in the past. Their most recent buyback program is still in effect with some shares as yet not purchased. They could announce the fulfillment of that plan, presumably, without Board approval. Regards, Chris

To: Rambi who wrote (59)	12/29/1997 10:06:00 AM
From: username	Read Replies (1) \| Respond to of 295

penni; I've got a couple of minutes here and have my notes...according to my Bloomberg printout,the concensus for the last quarter was.20 and the company posted .21, 40% over the same prior at a P/E of 23. Concensus in October for the jan number was .36, I don't think that has changed. I use a method for calculation of growth that has worked real well in the past, I add the current quarter to the prior three for a 12 month number. I go back one quarter at a time and chart that. So I have a 12 month number going back three months at a time. HELE has not missed a gain in almost 3 years. That's the original thing that put me on to the stock. Here are the numbers in case you are interested. (Once again this is cumulative 12 monthes, the date given is the most recent 3 month period. 1/98(e) .795 8/97 .715 5/97 .655 2/97 .620 11/96 .597 8/96 .543 5/96 .517 2/96 .490 11/95 .475 8/95 .450 best, peter