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.

Strategies & Market Trends : Tech Stock Options -- Ignore unavailable to you. Want to Upgrade?

To: Electric who wrote (36141)	3/6/1998 2:47:00 AM
From: Jenna	Respond to of 58727

Earnings Plays for Tomorrow through March 13, 1998. (long post) Friday March 6: FPAM, OSTE,SNRZ Monday March 9: AHOM,HGR,PPH,KELL Tuesday, March 10: GADZ, HAZ, KSS, MIKE,NDN,ADVH, Wednesday March 11: JA,DRI,GRDG,IO,THI Thursday March 12: GRDG, VTS,PRLS,STGE,RCOT Friday, March 13..AIR SNRZ had 19 large blocks buying today.. AHOM had an interesting day today with 300% volume increase, 24 large blocks buying.. Very close to 52 week high. Analst rank of 93 and insider rank of 88. MACD, Relative Strength are extremely bullish. It's moving up quickly but is still not in overbought territory.. A good earnings report could make this break resistance at 23 1/2 and get back to its 52 week high of 27. HGR solid EPS growth 4th quarter and projected first quarter 1998. EPS rank of 94 and 3 consecutive quarters of beating estimates.. 10 moving average is bullish. This is a growth stock.. Only downside is that insiders are not buying . It has a 5% rank in insider buying. Should be watched very carefully. PPH broke DOUBLE TOP (Bullish) Point & Figure Chart Formation Last Week. This stock's technical picture is improving. MACD looking very good, Money Flow Index is up and Accumulation/Distribution is improving as well. PPH has been recently upgraded. Analysts like this company and it is a growth stock with ERG change in the past week ranking it in the top 92 percentile.. It has not had a good earnings season but projections for next quarter are for a 125% increase in earnings. This should be a good intraday trade. BWG is a very good bet for Tuesday. Money is flowing back into this company. It has a very high relative performance in the last week and is looking better as its 20 day moving average is BULLISH and rising. I don't feel safe enough to take this home overnight yet, unless it's upward trend continues. Another growth company with insider buying. GADZ... looking better all the time. It has been recently upgraded and it's technical picture is getting stronger. It's 10, 21 and 50 day moving average is rising. Stochastic and moving average breakouts abound. with a 49 EPS rank and a PROJECTED EPS rank of 96, iff there were a prize for most improving technical chart, I would give it to GADZ. GFI...6 large blocks buying today. Reached a new 52 week high.. on double volume.. good one. Short and Long Term technical rank in the top 2% of companies and analysts love this one as well.. Insider buying is low though. KSS.. I like this one.. Fantastic rankings all around.. analysts love this.. had a nice increase in sales for February. Should do as well as DH.. Insider buying low. ERG of 91, accumulation/distribution of 87. 10,20,50 day moving average breakouts, This is an A+ company all around. Earnings projected to increase and its 96 EPS rank projected to rise to 98... enough said. MIKE another very good one.. On a par with KSS easily. 4 positive EPS surprises in last 4 quarters. Accumulation/Distribution of 81. Exceptional EPS Velocity and Accerlation in last quarter and projected into next 2 quarters.. MIKE has an EPS rank of 60 projected EPS rank of 92.. With all the disappointing earning abounding MIKE is a breath of fresh air. HAZ.. another good one ..Insder rank of 88. Analyst rank of 92. Strong upward trend.. 10,20,30,50 day moving average breakout. EPS change last quarter 67% and next quarter 158%. Just received a juicy contract Feb 25 to do the wheels of the new Volkswagon beetle. A class act. NDN.. great company.. look at DG and you have the outlook for NDN... extremely good growth stock with perfect correlation coefficent, earning growth steadily for last 6 quarters. EPS rank of 95 and projected rank of 98. very good bet.. RCOT: Proj EPS %Change Cur Qtr 222.2%.. This one has a chance to pull back until Thursday. It is so good that it might be a buy before then. RCOT surprised last quarter soundly and it's on the Hambrecht & Quist recommended list. fantastic breakouts all around. STGE.. 14 blocks buying today lower than usual volume.. pretty close to 52 week high.. This stock is very strong.. showing a very much improving technical picture. Wilder 14 day breakout, moving average 10 day breakout.. nice fundamentals. 4 positive earnings surprises in last 4 quarters. Another good bet.. AIR..It's technical picture is not exceptional in the last 3 weeks, but I'm hoping the impending earnings report will boost this stock. You don't have to take it home, just watch it next week and see if you can spot a trend reversal. It's fundamental picture on the other hand is very good. AAR leases planes and engines distributes engine parts and builds cargo systems. It also overhauls engines and provides inventory management. AIR Delta Air lines picked AAR in December as its exclusive three year supplier for engine parts and accessories. The contract also includes a joint marketing program in wich AAR will help Delta trade and sell its used and excess engine parts. Also formed a joint venture with GE. supplying parts to GE's CF6 engines that power Boeing 747's and McDonnell Douglas DC-10's. Alos has a growing air cargo industry. made a new contract with FEderal Express to build cargo loading systems for 11 new airbus freighter planes. Revenue is expected to jump 27% in 1998. DRI- triple volume... 12 large blocks buying, new 52 week high. jenna www.marketgems.com

To: Electric who wrote (36141)	3/6/1998 6:33:00 AM
From: Patrick Slevin	Read Replies (1) \| Respond to of 58727

I think you will get a broad rally for the first 45 minutes or so. Depends on the numbers, although just about any number will be "spin doctored" to make it look good, I think. Unless Non-Farm is too high. I cannot find the reference to DELL, perhaps I heard it in a verbal comment. But for an example of this person's work I snipped a comment out of his Wednesday report. The guy loves DELL, as he is long from 8, well 4 after this split. So he is not a nay-sayer. This stuff is probably copyrighted by the author, Gene Inger. I hope he does not get too ticked at me for referencing his work if he ever finds out. Again, this was from Wednesday night and his comments about the pending market open were in reference to yesterday's (Thursday's) market. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Intel's warning. . .that first quarter earnings will be lower than Street expectations by 10%, should not be surprising, except for the denial commonplace in the market. All kinds of stocks will now be reviewed (after the fact) in this regard. To me, the most significant aspect of this was their statement that it affects all products in all geography's and all OEM's (original equipment manufacturers). That's pretty bearish stuff. Europe and the Americas were hit the hardest, and that's not going to be well received. The stock is off 10 in Instinet trading now; while IBM is down 4 and Dell is off about 6, while CPQ is down 2, while TXN is off 3 tonight. This are 6 p.m. aftermarket quotes. By the time we reach morning, some may view all this as an opportunity, since that's the mentality. However this is a watershed event (we have them all the time), which can be significant because of broader market concerns of duplicity in earnings, where there isn't much positive short-term visibility. Technically, Intel left a gap last Summer when it broke per our call then, the last rally filled the gap, then this week broke below it; which left a sort of island pattern. We will (including me, just like under 70 last time) be buyers of Intel again (as a trade like we did under 70, called in advance), while holding core portions that are simply hedged per strategy. We think next year will be a fabulous year for Intel ...by the way... and think lot's of this comes from knowledgeable people (enthusiasts and IS managers) postponing buys until the combination of NT 5.0 and the BX chipset arrive.