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 : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (5893)	4/2/1998 12:48:00 AM
From: Lazlo Pierce	Read Replies (2) \| Respond to of 18691

A little note on the current valuation of KO. For Q1 KO is expected to earn .34 vs .40 Q1 '97 (15% decrease), for the next 3 quarters they will earn less than or equal to what they earned last year. they are selling for ~ 80 1/2. MSFT, always called expensive will earn ~ .48 vs .40 last year (20% increase). Dell also called overvalued is expected to earn .42 vs .27 last year (56% increase), now selling for ~ 68. What is wrong with this picture? KO is WAY more expensive than dell or msft, and is showing decreasing to flat earnings growth for the next 2 years. In today's market that means Robbie Stephens will upgrade to "most urgent investment ideas" with significant appreciation potential over a three-to-six month time period. Dave