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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?


To: Scott H. Davis who wrote (1269)6/30/1998 8:38:00 PM
From: HeyRainier  Respond to of 1720
 
[ PERLF ]

That's too bad the price didn't clear the S/R Fan hurdle. It might take some time for another approach. You'd think that a 100% earnings surprise would attract some attention. As an analogy, I guess this is what it's like for the stock pickers who find good companies in bad stock market times (not that we're in one).

Five quarters of increasing profitability, rising cash, increasing cash flow per share (which by the way, has been shown to have a significant relationship to equity price movements, more so than some of the more accepted measures like PE/G), no debt, price below book value, a stream of promising new products (and some that are already gaining acceleration), extremely low price/sales ratio, margins over seventy percent, plenty of tax loss carry-forwards....hmmm...can I say more.

This, in many ways, is more attractive than EQNX when I first found that at $8.50 early last year. But it's Canadian, and it's below the radar of serious fund managers, so it's stuck here. Not a bad place to park long term cash though, IMO.

Regards,

Rainier



To: Scott H. Davis who wrote (1269)7/1/1998 1:49:00 AM
From: HeyRainier  Respond to of 1720
 
[ ISIP ]

Scott,

As mentioned, ISIP has an incredible cyclicality to its trading patterns. It's amazing. Take a look:

members.aol.com

Right at the beginning of the next cycle.

Regards,

Rainier