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

To: AlienTech who wrote (8197)	2/10/1999 9:24:00 AM
From: kendall harmon	Read Replies (1) \| Respond to of 43080

HCF-Bloomberg story HealthCare Financial Shares Fall on Weaker 4th-Qtr Margins Chevy Chase, Maryland, Feb. 9 (Bloomberg) -- HealthCare Financial Partners Inc. shares fell 17 percent on concern the finance company's profit margins had weakened in the fourth quarter. The stock fell 5 3/4 to 27 1/2, the lowest close since Oct. 21. They fell as low as 25 3/4 on 1.6 million shares traded, more than the 97,320 daily average over the last three months before today. Chevy Chase, Maryland-based HealthCare Financial, which provides financing to doctors, hospitals and other healthcare providers, said fourth-quarter earnings almost doubled to $5.8 million, or 42 cents a share, from $3.0 million, or 30 cents, in the 1997 period. Per-share results beat the average estimate of 40 cents from eight analysts in a First Call Corp. survey. Jerry Robinson, an analyst at Stephens Inc., said the company's profit margin narrowed to 14.7 percent in the fourth quarter from 16.2 percent for all of 1998. ''Their margins were weaker because not as many people refinanced their real estate loans,'' Robinson said. ''But it's hard to be disappointed with their overall performance.'' The decline in the share price ''was extremely overdone,'' he said. Joseph A. Jolson, an analyst at Nationsbanc Montgomery Securities, reiterated his ''buy'' recommendation on the stock. The company said net finance receivables rose 75 percent to $427.1 million in the fourth quarter, while fee and interest income rose 54 percent to $15.1 million.

To: AlienTech who wrote (8197)	2/10/1999 9:43:00 AM
From: Jay Lyons	Read Replies (1) \| Respond to of 43080

A Cramer excerpt with another slant on the LCOS deal. Gotta love the hula hoop analogy. Which company will be the first to say "Hey, we have no Net here! We're NOT the dot in .com. We have no Web work!" Soon Broadcom (BRCM:Nasdaq) will rue the day it put a .com on its name. And Webster Financial of Connecticut will have to change its name to Torrington Savings or something. Yeah, we are in the backpedaling stage, big time. Even as people at the Goldman Sachs Technology conference were joking about how anything .com was working better than enterprise software, personal computers or semi equipment, the die had been cast. The mania had been crushed and the margined players were biting the dust. Nastola is the word. Network Solutions' (NSOL:Nasdaq) broken secondary spoke tomes (a broken secondary is one that doesn't hold the print price where the deal was sold). But it was the Lycos (LCOS:Nasdaq) betrayal that cut the heart out of the move. Short of Excite (XCIT:Nasdaq) merging with the Hula Hoop company, there couldn't be a worse combination. Wonder if Barry Diller had some TheStreet.com Internet Sector index puts on when he pulled this one off? Could he be that brilliant?