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Technology Stocks : Navigant International (FLYR) -- Ignore unavailable to you. Want to Upgrade?


To: Ron Harvey who wrote (406)1/12/1999 12:30:00 PM
From: Brian H.  Read Replies (1) | Respond to of 725
 
Doc,

I agree to an extent, but you are looking at one variable. That's similar to looking strickly at a stocks PE and making a determination on whether to buy it or. You might have a stock with a 4 PE but next year they are calling to lose money. Do you buy that stock, probably not.

Another thing, what companies are valued on Same Store Sales? The large ones. Yes, I have played several retail stocks in the past and know the importance of those numbers.

Regardless, I would rather have them looking at becoming a $200 plus million company through acquisitions. It does bring up a flag of concern as to why they can't maintain and grow in house as well as through acquisitions. (I believe this is your concern as well).

IMHO, I think they should possible go out and bring someone onboard that might help the company in this regard. Will they do it? Who knows.

With any company looking to expand as fast as FLYR, they need to have a good, solid management team in place. Unfortunately I know nothing of the present management team.

As for holding this stock for a year, I am not sure that, that is a bad thing, depending on your investment style. If you are looking for a quick kill, then this is not the stock, but if you are looking for a 40% - 50% return over the next year from these levels, I think the probability is in our favor (JMHO). I remember when investors would kill for a 40% return in a year, now everyone expects it in a day or two.

Brian H.