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

To: jeffbas who wrote (3495)	3/10/1998 10:28:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78542

No reason at all, and I don't think most highly of any one in particular. I will share a research report I have that presents a guesstimate of downward earnings revisions if oil were to stay below the 17 threshold for the amount of time it has. All the stocks that I mentioned in my previous post would have earnings revised downward by 15%. They would, still IMHO, have modest PEs for growth going forward.

To: jeffbas who wrote (3495)	3/10/1998 6:59:00 PM
From: Don Westermeyer	Respond to of 78542

Jeffery, I'll insert a few reasons TMAR is worth a second look. 1. A couple of value fund managers have been plugging it. Not that this SHOULD have any real effect, but the PR has been positive. 2. At one time recently the P/E to expected earnings growth rate is (was?) one of the lowest in the entire market. It showed up in a few stock screening tools. 3. Although there is fear of future earnings, earnings for the next year will not likely be impacted. There shouldn't be and downward suprises come earnings day. 4. Call premiums are high for us chickens that want to remove some of the risk holding an 'oil related' stock. Make no mistake, these stocks are low because of real fear in this sector and often fear is irrational. Sorry for butting in, just had to inject my opinion! :) Good hunting, Don