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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (52743)3/20/1999 7:13:00 PM
From: eddie r gammon  Read Replies (2) | Respond to of 132070
 
<<8. A portfolio manager from Putnam talks about IBM and says it is only important that IBM generate operating profits from somewhere and enough cash flow to buy back shares. Really a brainiac, this one. <g> So, the co. is generating operating profits from slick accounting and cash flow from taking down massive amounts of debt. And Put-Put
doesn't see it.>>

Damn I knew there was a reason I rolled my Putnam annuities out and into Money Markets (g). An interesting thing about rolling those is...
I rolled 5 different funds into Money Markets making about 4.5 % one year ago (3-29-98). If memory serves me correct the DJIA was around 8500 at the time. I thought it was too damn high so I punted. Now
one year later and with the DJIA at 9800+ I have the same amount in the MM fund as if I had left it in the 5 different funds. I don,t know that to draw from this other than I slept a hell of a lot better this past year (g).

erg



To: Knighty Tin who wrote (52743)3/21/1999 12:40:00 PM
From: Freedom Fighter  Read Replies (2) | Respond to of 132070
 
Lazlo Birinyi Article

I found the Barron's Lazlo Birinyi article quite amusing. Not to be critical or anything, different strokes and all, but his long list contains 4 companies on my potential short list and his short list contains 4 companies I am starting to look at as potential long term investments (if they fall a bit further).

I guess that article defines the 90s. Short term momentum is in, long term value is out.....for now!

Wayne Crimi



To: Knighty Tin who wrote (52743)3/22/1999 7:43:00 AM
From: KENNETH R SANDERS  Read Replies (1) | Respond to of 132070
 
MB>>> To All, Barron's review: Pretty good issue this week. Way bullish, but good<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

One of the pages must have been missing from your BEARRONS<G>





03/21 14:51 Barron's 500 list ranks best U.S. investment bets

NEW YORK, March 21 (Reuters) - High-flying Internet service provider America Online Inc.
<AOL.N> topped Barron's first annual 500 list of the nation's best largest publicly traded firms
for investors, Barron's reported in its March 22 issue. The public's appetite for anything
computer-related was evident as the list's top five companies included AOL, Dell Computer
Corp. <DELL.O>, Best Buy <BBY.N>, EMC Corp. <EMC.N> and Apple Computer Inc.
<AAPL.O>.

The weekly said it ranked companies according to revenues and a combination of their stock
market returns and profitability. The report also took into consideration the prospects of
sustaining those returns.