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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: Redman who wrote (5032)	11/3/1998 6:19:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Red, I have an easy solution to get those unwelcome off the thread quick - just ignore them. We have had some weeds coming into our backyard and try to pick a fight once in a while but we just ignored them. They automatically disappear after no one wants to play with them. If you are fresh on this thread, basically we have two main camps as I see it: The LT camp - the roman god has established a reputation on the SI land as a papa bear. To him everything will go to trash except gold and maybe Japan. He has got some followings and some even think he is a real god which is a bit scarry. <GG> The trader camp - people whose main goal is to churn profit and will ride whatever wave that they think has the best shot of reaching their goal, both short and long terms. They go both long and short, call and put. D - PMRY is moving nicely up as it broke free from its $17 resistence. Despite its recent move, it still has relatively low PE and will be well poised to visit its high of $30 as a small cap value play. Near term they may give up some of their gain back to $17 but if that holds it would be a solid play going forward. Their business is find and the company is buying back shares as well. NBTY - this one is definitely on the mo-mo train. If anyone is long this, beware. It has a history of selling on good news and people are pumping it up in anticipation of good earning news out next week. Right now its PE has jumped to the top of its peer group and I prefer TWLB as the vitamin long play based on valuation going forward. Unless NBTY gives up a big chunk of its gain after earning, I would eye on TWLB first as the vitamin retailer play. CL and UN - think they have reached the top of their trading range yet? Maybe. They are back near where they were before the crash so they will be good puts for a doom day play. But will it ever come?