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To: The Ox who wrote (42869)4/21/1999 1:04:00 PM
From: Captain James T. Kirk  Read Replies (1) | Respond to of 95453
 
A REMINDER FOR THE LONGS: Opec stated that they wanted to see $18.00 brent by the end of may. We still have some upward momentum to achieve that target. It is until then that I suggest we wait before debating if the trigger should be pulled. the last piece of the puzzle is opec compliance. If it is good, their $18.00 brent will be achieved shortly.



To: The Ox who wrote (42869)4/21/1999 1:27:00 PM
From: SliderOnTheBlack  Read Replies (2) | Respond to of 95453
 
Anyone like GLBL ? - here is an alternative...cheaper,better upside

This company has all Strong Buy ratings. Comparison to GLBL below:

EPS for 1999 -- 2000
GLBL .35 .55
"X" .60 .80

Cash flow per share 1999 -- 2000
GLBL .85 1.05
"x" .95 1.30

Multiple of cash flow 1999 --- 2000
GLBL 12x 10x
"x" 7x 5x

..... a great buy with a good balance sheet and strong growth - who is it ?

Substantially lower PE & Cash Flow multiple than GLBL - higher growth rate in both revenues and earnings - a direct competitor (easy hint), seldom mentioned on this board, but has been occassionally mentioned.Mispriced here in comparison to its peers !... while you're figuring this out - it will give me time to buy it today as a laggard (VBG)....