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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?


To: Suresh Havalad who wrote (3003)10/11/1998 10:18:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 12475
 
Suresh:

Yes I plan to continue to follow DELL.

I don't follow any of the stocks you mentioned but I heard

MOT-has 'turned the corner' and might continue to do better after several lackluster quarters. Many brokers who follow the company have either an 'outperform' rating or 'buy' recommendation including a 'buy' by Brown Brothers Harriman but I take these recommendations with a grain of salt as they may have vested interest in the company.

HD-Don't know too much about them,they should have done well during these past couple of quarters on account of the fact that housing sales have been brisk,going into the winter months I don't know.I guess it all depends of the housing market,interest rate,the economy, consumer confidence and variations in income levels.

BBY-I think I heard their management saying recently that they expect a 'fantastic' holiday season.Again depends of the economy and consumer confidence and the like.

I do trade gold stocks now and then especially when the market is volatile.Some of the stocks I have traded recently are NEM,ASA,and ABX.

Good investing.



To: Suresh Havalad who wrote (3003)10/12/1998 7:29:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 12475
 
Good morning Suresh, Say if you are interested in DELL here is a recent report by Kimberly Alexy of Lehman Brothers which was put out on end of Sept.98 right after the analysts meeting in Austin few weeks ago.

Courtsey Patrick McDaniel/Dell thread.

lehman.com