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Technology Stocks : THQ,Inc. (THQI) -- Ignore unavailable to you. Want to Upgrade?


To: Sigmund who wrote (9636)2/6/1999 1:04:00 AM
From: Sigmund  Respond to of 14266
 
biz.yahoo.com

strange time for a press release. THQI usually makes these announcements in the am.

Ok I get it, it was a repeat of the earlier release. Sorry, I was out of town the past few days. But still a funny time to repeat an announcement.....during a weekend?



To: Sigmund who wrote (9636)2/6/1999 1:33:00 AM
From: Todd D. Wiener  Read Replies (3) | Respond to of 14266
 
MPT Review is Louis Navellier's newsletter. It stands for Modern Portfolio Theory. He focuses on earnings momentum, price momentum, operating margins, relative strength, ROE, earnings surprises, strong growth, earnings reinvestment rate (in the company) and other similar metrics.

I have no idea why THQI is rated a sell. It could be the volatility, though. Navellier has been known to dump highly volatile stocks, regardless of fundamentals. He uses a computer system which automatically generates a rating on the stock, based on several factors. All I know is that he liked SMTC in 1996 on the way down to $3 (post split), but he dumped it after it had rebounded slightly from the bottom. It went on to increase 5-fold in the year following his sell rating. On the other hand, Navellier has done well over time.

For me, MPT stands for "Me Pick THQI." And me has been picking THQI for three years, and me has been satisfied with THQI. So I'll disagree with Lou on this one, as I did with SMTC in 1996. Besides, four brokerage analysts (who have historically been too conservative) all have STRONG BUY ratings. That certainly means something.

Todd

P.S. According to PSM, THQ is publishing Broken Sword 2 in May for the PSX. They also say that BASS Masters Tournament Edition is coming out in February and Danger Girl is coming out in Q2. I think they are wrong on the latter two predictions, but they may be right about #1.
Does anyone know anything about it?



To: Sigmund who wrote (9636)2/6/1999 12:01:00 PM
From: Ron Kline  Read Replies (3) | Respond to of 14266
 
MPT Review is a newsletter that looks at specific factors of a stock and makes decisions based on his model. He uses quantitative analysis using primarily Alpha and Standard Deviation to select stocks with attractive Reward/Risk Ratios. He also uses fundamental analysis looking primarily at expanding profit margins, earnings growth, and projected PE ratios to weed out the best stocks.

The way I view his sells is not that a company is necessarily not worth owning, but that he is finding other stocks out there that he views to be less risky and worth switching to. He really uses zero emotion in his buys and sells and he tends to be somewhat short term in nature even though I see he has had Dell for over a year.

Just as a note on a technical level THQI broke down from it's breakout from the last cycle of around $25. This is probably the 2nd or 3rd time I've seen THQI not hold it's breakout point. This was not true of THQI in the past and breakouts where always solid buy points for longterm holders. I find the stock difficult on a technical level because the chart patterns on it have been very faulty over the last year.

Just to let you know I have sold most of my THQI having held it for over 1 1/2 years. I'm not saying I think it's going significantly down rather the stock in terms of my work has become less predictable than in the past, and for me predictability is my number one criteria in selecting a stock.

Ron