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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (33970)10/15/1998 11:07:00 AM
From: The Perfect Hedge  Read Replies (1) | Respond to of 132070
 
What do you think about puting some utility stocks?They seem to be the last sector standing that is near it's highs?I'm looking at PEG and PE...

B*



To: Knighty Tin who wrote (33970)10/15/1998 12:04:00 PM
From: valueminded  Read Replies (1) | Respond to of 132070
 
Mike:

It would seem that days like today would be good for establishing first thirds in areas I dont have positions yet. What do you think of AMAT/NVLS ? And are you still negative on the financials/druggies ? If so, do you like the indicii or individuals. Thanks

Looks like there has been a major meltup in the financials the last few days. I am not surprised and am considering positions in some of the credit card folks. ie COF and PVN thanks



To: Knighty Tin who wrote (33970)10/15/1998 1:50:00 PM
From: Zach E.  Read Replies (1) | Respond to of 132070
 
if Dell's stock price does not keep moving forward, neither do its
eps

I'm not sure I understand why this would be the case. I think DELL
is ridiculously overpriced, but what does the stock price have to
do with earnings? I think that I've heard that they sell puts, so
I can imagine that that component of earnings would be hurt with
some bad stock performance, but I wouldn't guess that this is a
major part of EPS.

Zach


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