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Strategies & Market Trends : Position Trading Forum -- Ignore unavailable to you. Want to Upgrade?

To: CharleyMike who wrote (5506)	11/7/1998 1:04:00 PM
From: Quiveringtrader	Respond to of 7247

Nice job Charley...I was out of town last week but will give a pick this week. t3

To: CharleyMike who wrote (5506)	11/7/1998 1:49:00 PM
From: CharleyMike	Respond to of 7247

Aaaaaannnnnnd, Anil Das is going to keep the list for this week-end. Wheeeewwwwww! I think we should rotate this little job every week-end so any one person doesn't become disenchanted. Comments ????

To: CharleyMike who wrote (5506)	11/7/1998 2:43:00 PM
From: Olu Emuleomo	Respond to of 7247

CharleyMike, I pick IOM for next week (Long) --Olu E.

To: CharleyMike who wrote (5506)	11/7/1998 4:01:00 PM
From: Ron	Read Replies (1) \| Respond to of 7247

CharleyMike, Thanks for the report. 13% in a week on VSH.. ain't bad..I'll take it. For this week: Put me down for XCIT CHEERS Ron

To: CharleyMike who wrote (5506)	11/7/1998 8:14:00 PM
From: EaglePutt	Respond to of 7247

CM, my pick is RXSD for the week. DD included: 1)I like the huge volume 2)Two negatives in one day probably cost a bigger sell-off than if the news was separated by a few days(?) 3)I like their cash position. stocksheet.com RXSD develops, manufactures, markets and sells vitamins, nutritional supplements and consumer health prod- ucts through retailers, independent distributors and mail order. For the 9 months ended 5/31/98, sales rose 87% to $377.2M. Net income rose 89% to $49.6M. Revenues reflect an increase in sales to retailers and an increase in the Company's existing customer base business. Earnings also reflect increased interest income from higher cash balances. Key Numbers. Trailing P/E 13.8 Forward P/E 10.0 Price/Sales 1.77 Price/Book 3.63 Dividend Yield(%) 0.0 Forward PEG 0.1 chart iqc.com News Rexall Sundown drops on downgrade Also, first-quarter earnings to be below expectations By Khanh T.L. Tran, CBS MarketWatch Last Update: 6:31 PM ET Nov 5, 1998 NewsWatch BOCA RATON, Fla. (CBS.MW) -- Rexall Sundown's stock plunged 41 percent Thursday on the one-two punch of negative brokerage comments and the vitamin maker's own late-session earnings warning. Analyst John Mahoney at Raymond James & Associates downgraded the stock (RXSD) to "accumulate" from "buy," citing slowing sales. Accelerating the stock's fall was a warning made by the company right before the market closed that it expects first-quarter earnings to fall below year-ago earnings. Rexall Sundown, based in Boca Raton, Fla., said in a news release it expects first-quarter earnings to fall below year-ago earnings of 20 cents per share. Analysts surveyed by First Call expected the company to report a profit of 28 cents per share. Shares fell 8 15/16, or 41 percent, to close at 13 1/16. But the stock started its fall after analyst Mahoney said Rexall's sales fell 6 percent last month, outpacing the industry decline of about 4 percent. "It is the first time in memory that Rexall has performed worse on a sequential basis than the industry," Mahoney wrote in a research report. "The sequential decline is larger than we anticipated." Mahoney said he lowered the company's revenue estimate to $431 million, from the previous estimate of $495 million. He also revised 1999 earnings per share to $1.18 from $1.29 to reflect lower sales projections.

To: CharleyMike who wrote (5506)	11/8/1998 1:58:00 PM
From: Tom West	Respond to of 7247

CM; My pick for the week: sticking with SQNT. Reasons: $3.50 in cash, book value around $12.50, made a strong move last week on heavy volume, new deal going with IBM/INTC. Thanks, Tom

To: CharleyMike who wrote (5506)	11/8/1998 3:27:00 PM
From: TWICK	Read Replies (1) \| Respond to of 7247

CELL - My pick for the week. Let's see if can move from 3rd to 2nd place this time. TWICK