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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: freelyhovering who wrote (11473)	12/19/1998 1:51:00 PM
From: Cary C	Respond to of 29382

Nice article Myron. Some interesting observations. I think we will also see a couple of more reductions but don't look for any until next year, possibly January. Cary

To: freelyhovering who wrote (11473)	12/19/1998 2:26:00 PM
From: LTK007	Read Replies (1) \| Respond to of 29382

Kenneth Fischer said<<. But I don't think I'll need to make another one until 2001. I'm predicting two more good years. >> I will say it once,I say it twice,I say again and again,it is my opinion,that those who are not all cash going into September 1999,are going to rue the day they didn't liquidate--and have failed to read that the market as a psychological entity---I will repeat what two other analyst have both said--that November and December 1999 will be the GREATEST BUYING OPPORTUNITY in history,for those having cash. The issue of whether their be any truth to the Y2K problem is irrelevant---WallStreet Hates uncertainty,period---I heard a third Big Boy fund manager saying that the smart money will be slipping out of the Market in August 1999---I myself will soon be buying puts for December 1999,on specific stocks--if Y2k goes through with minor problems,their will be a huge rally Jan. 2000.Max

To: freelyhovering who wrote (11473)	12/19/1998 3:49:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Amigo Myron, from the same magazine....stocks of interest other than Interet and interesting stats. Particularly about liquor (all the way at the bottom): The Forbes/Barra Wall Street Review forbes.com The Forbes/Barra Wall Street Review By Robert J. Sherwood \| Special Focus \| The overall Market \| Closeup on the markets \| The best and worst performing stocks \| The best and worst performing industry factors \| ALAN CULBERTSON, president of A.N. Culbertson & Co, a financial planning and portfolio management firm based in Charlottesville, Va., invests for the long haul rather than in hot concept stocks. You won't find any Internet stocks in Culbertson's $75 million portfolio. Instead, Culbertson buys out-of-favor firms, and waits for a turnaround. One such pick is KeyCorp (KEY, $32). Culbertson expects that after this Ohio-based bank reports 1998 results, its stock will go back to its 52-week high of $45. Another favorite: Citigroup (C, $50) is off 33% from its high. Culbertson thinks that this financial giant—formed from the recent merger of Citicorp and Travelers Group—will boost per- share profits from $2.69 this year to $3.47 in 1999. \| Special Focus \| The overall Market \| Closeup on the markets \| The best and worst performing stocks \| The best and worst performing industry factors \| Trucking companies are reaping the benefits of lower fuel costs. Diesel fuel is down from an average of $1.19 a gallon in December 1997 to $1. On average the eight trucking firms below sell for ten times estimated 1999 profits and are expected to show an average 15% earnings gain in 1999. Express lane Company Recent price 1999 est EPS CNF Transportation $34.13 $2.92 JB Hunt Transport Svcs 19.56 1.61 Old Dominion Frieght Lines 11.50 1.49 Roadway Express 14.63 1.45 Transport Corp of America 12.25 1.67 USA Truck 12.00 1.24 Werner Enterprises 17.38 1.32 Yellow Transportation 16.38 1.74 Sources: IBES Inc. via OneSource Information Services; IBES Express. \| Special Focus \| The overall Market \| Closeup on the markets \| The best and worst performing stocks \| The best and worst performing industry factors \| \| Special Focus \| The overall Market \| Closeup on the markets \| The best and worst performing stocks \| The best and worst performing industry factors \| % change from Index or Investment 2-week change 1 year ago 5-year high Barra All-US index 1.5% 12.4% -3.6% S&P/Barra Growth index1 1.3 30.7 -1.0 S&P/Barra Value index2 0.9 8.3 -5.3 Dow Jones Industrials -1.6 10.6 -1.0 S&P 500 1.1 19.6 -1.3 NYSE 0.2 11.5 -4.5 Nasdaq 3.9 22.6 -0.7 PSE Tech 1003 4.9 33.8 0.0 EAFE4 -1.1 11.5 -8.0 CRB futures index5,6 -2.0 -17.3 -8.0 Gold6 (Comex spot) -1.4 1.2 -29.7 Yen6 (per $US) -1.4 -8.8 -19.4 Oil (W Texas Intermediate) -7.8 -40.3 -58.0 \| Special Focus \| The overall Market \| Closeup on the markets \| The best and worst performing stocks \| The best and worst performing industry factors \| Best Recent Price 2-week change 1998 EPS7 NFO Worldwide $14.50 100% $0.66 Brylane 22.38 81 1.41 ACT Networks 14.00 70 -0.378 Brooke Group 18.25 66 NA Arterial Vascular Engineering 50.81 61 2.598 Worst Recent Price 2-week change 1998 EPS7 Pacific Sunwear of Calif $13.69 -43% $1.05 Twinlab 12.56 -37 1.16 Central Parking 27.00 -36 -1.268 PaiGain Technologies 7.03 -36 0.62 Seagull Energy 7.44 -35 -0.359 \| Special Focus \| The overall Market \| Closeup on the markets \| The best and worst performing stocks \| The best and worst performing industry factors \| Best 2-week change Change since 12/31/97 Liquor 9.3% 67.8% Real estate 6.7 4.1 Electric utilities 6.2 38.8 Paper 5.5 12.9 Air transport 5.2 -0.5 Worst 2-week change Change since 12/31/97 Oilfield services -19.8% -62.1% Aerospace -16.1 -14.4 Precious metals -9.5 14.6 Oil refinnning, distributing -7.9 -15.6 Aluminum -7.8 26.3