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: Kip518 who wrote (9185)	5/26/1998 5:29:00 PM
From: Wade	Read Replies (1) \| Respond to of 18691

Kip, The currency speculation is not a good reason leading to lower stock prices unless the fundamental falls apart. There are many other stocks strongly link to the currency variations. However, it is not the major factor for Cuno, imho. Regarding the project for Boston Market, I think it was not a major factor either. It is unlikely for Cuno to make a major investment in this single account business. The depth of Cuno product line is very deep which is a very good shield for this small account. CEC has been Cuno's supplier for years. The acquisition is part of integration which will lead to cost reduction. It should be positive. I doubt Cuno will buy it with high price, because of CEC is not a public company...they should be very happy to be acquired by Cuno to get high PE valuation. Well...this is just mho. I am long Cuno. Good luck to you. The earning will be announced on Thursday. The projection is 0.24. Good investing. Sincerely, Wade