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To: Lucretius who wrote (3823)10/6/1998 10:02:00 PM
From: drsvelte  Read Replies (1) | Respond to of 14427
 
Herm is pretty good at writing covered calls. I'm not so sure about his stock picking skills, though. I think I remember one of his favorite longs was VVUS.



To: Lucretius who wrote (3823)10/7/1998 2:18:00 PM
From: Shelia Jones  Respond to of 14427
 
What is this Herm person getting his info from?

"AU ... Holocaust victims. Why any investor would pay a premium of 85.7 P/E for a 3.9% growth rate I will never understand..... The whole industry is only a 17.3 P/E. This is a real dog and a half!

Did a word search on AU on my return from lovely Oakwood Ohio, and besides a bunch of French gibberish I found the above. Everything I have including real time P/E's from PCQuote shows a P/E on AU of 13 to 16. Smallest growth rate I have is 12%. Plus they paid a 6% dividend last quarter.

Speaking of dogs - Man, this market is one sick puppy.

Time to stick a fork in that damn evil tower company . Actually, I'm rather fond of it now - it's acting just like it should have all along. <gg>