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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Trader J who wrote (13545)	4/28/1999 8:28:00 PM
From: snerd	Read Replies (1) \| Respond to of 56535

TJ...Project...<If you take a look at issues such as TUNE, AHWY, WCAP, etc., these could have easily been discovered if we were patient enough to hold them when they were unpopular.> Man, do I remember some of those! Wasn't WCAP mentioned @ 12? Like my EFAX @ 5 too. lol I think I may gravitate towards short to mid-term trading. All this in & out stuff gets crazy, and 90% of the time I could have made more by holding longer anyway. I'm up for the project. Although, you know me, my picks will be cheap! With my small capital outlay, have to be cheap to get enough shares to make a profit. <g> Snerd

To: Trader J who wrote (13545)	4/28/1999 9:17:00 PM
From: Wes Stevens	Read Replies (1) \| Respond to of 56535

Here is a stock to look at. Have not done any DD yet and may not have time tonight. The European inets IPO don't come out as hot as the state side ones. TJOB came out today at 16 - just a dollar above the IPO price. Don't know any inets will be in favor on Friday but keep an eye out for this one: Message 9206093

To: Trader J who wrote (13545)	4/28/1999 9:33:00 PM
From: Triffin	Read Replies (3) \| Respond to of 56535

TJ .. I think the 'supply chain/enterprise software' sector fits the bill for what you are looking for .. here's my two .. I own both .. JDAS MANU Jim in CT ..

To: Trader J who wrote (13545)	4/28/1999 9:45:00 PM
From: DM	Read Replies (2) \| Respond to of 56535

TJ, count me in, want to start doing more searches at night and this will help me do it. Also up for a chat, just let me know when. thanks DM

To: Trader J who wrote (13545)	4/29/1999 12:19:00 AM
From: Nicole Bourgault	Respond to of 56535

Trader J, I want to take part well, but will we also seek Canadian side? It is that on this side, I can read in French sometimes, it is more easily comprehensible for me, because even if I translate, you know that I am never sure to have understood well. You have only to look at what my translator says to you sometimes. Thanks, Nicole

To: Trader J who wrote (13545)	4/29/1999 10:13:00 AM
From: LJ	Respond to of 56535

Sounds like a good idea--count me in on both counts! (chats and picks) Laurie

To: Trader J who wrote (13545)	4/29/1999 11:07:00 AM
From: Wowzer	Read Replies (1) \| Respond to of 56535

I have a ton of these type of stocks, since that is mostly what I trade in... My favorite right now it PGEI. Petroglyph Energy, Inc. is an independent energy company located in Hutchinson, Kan. engaged in the exploration, development and acquisition of oil and gas properties. Its properties are concentrated in Utah, Colorado and Texas. The company has been killed due to the low crude of 11 to 12 bucks a barrel and basicly been left for dead. Crude is now at 18+. Also the company plans to eliminate all of its debt by selling some assets This was taken from latest news release: "In the continuing low oil price environment the Company has initiated several courses of action that it believes will preserve and build value during 1999. First, the Company completed a 25% administrative cost reduction program during December 1998, and will evaluate further cost reductions if warranted by the evolving commodity price structures during 1999. Second, the Company plans to dramatically reduce or eliminate entirely its existing bank debt through the sale of certain properties. In this regard, the Company has targeted the sale of certain gas compression equipment, the sale of 100% of its Helen Gohlke Field assets and the sale of a 50% working interest in its Raton Basin coal methane development. With the elimination of bank debt, the Company believes it will be in a more favorable position with respect to its ongoing costs and cash flow structures and will be better able to take advantage of significant emerging growth opportunities during 1999. The Company continues to actively evaluate opportunities to significantly increase its proved reserves and related cash flow." Insiders have been buying lately and could easily double from here. Rory Rory

To: Trader J who wrote (13545)	4/29/1999 7:32:00 PM
From: StockHawk	Read Replies (4) \| Respond to of 56535

Trader J - Group Project - I think NBTY qualifies as a "recently beaten up and left for dead, issue" Here's why: Chart: The stock was over $20 last July. It has fallen, now below $5, a level not seen since 10/96 (full-year sales for 1996 were $194 mil., sales for the most recent quarter were $168 mil.) The stock has "flatlined" since March, and has stopped reacting to bad news. Downside would appear minimal. Reason for the Fall: Several stocks in the vitamin/supplement market were beaten up last year. After strong growth, sales and profits took a dip. There were/are concerns of competition from the likes of Wal-Mart. There was the small-cap malaise. Also, in the case of NBTY, short-term profits would be effected by expansion plans. Recent Y/E Results: For the year ending 9/98 revenue was up 61% (partially due to acquisitions) while diluted EPS rose 33%. Recent Quarterly Results: On 4/27 co reported that revenue increased 7% while EPS decreased 60%. The stock dropped 1/16 in anticipation of the report (shortfall was pre-announced) and another 1/16 the day of the report. Thus it would seem that the stock has bottomed. Why should it increase from here: The company is expanding. They introduced 100 new products last year and they intend to increase their U.S. retail stores from 250 at Y/E 1998 to 1000 by Y/E 2001. They claim to be achieving higher per store sales than competitors. The co. is vertically integrated. They manufacture more than 90% of the products they sell and they claim to be the industry's low cost producer. They also wholesale, with a customer list that includes Wal-Mart, CVS, Eckerd, Target and others. They sell by mail order and per their last annual report "Direct to consumer sales via the Internet is an integral element of our long-term growth strategy..." Insiders own 26% of the company. The most recent insider transaction was a purchase of 10,000 shares at $5 in March. The P/E is 10, Price/Sales is 0.6. The primary market for vitamins/supplements are adults over 45 which is a rapidly growing part of the population and baby boomers are expected to be increasingly big users of these products as they age. So the long term prospects are good. It would seem like a safe stock to hold with the possible expectation that when they gear up their Internet sales, the stock could jump. StockHawk

To: Trader J who wrote (13545)	4/29/1999 9:21:00 PM
From: D. K. G.	Read Replies (1) \| Respond to of 56535

I like this group project Idea. My offering is NEON, still not done getting beat up. This is a software company that provides middleware, a software that acts as the glue between different incompatible computer applications. Enterprise Application Integration, EAI, is a booming feild as enterprises attempt to connect and intergrate disparate legacy computer systems. Neon has had excellent revenue growth and is a leader in it's market: wsrn.com Keep NEON on your watch list. May be good for a trade on a bounce. I'm looking more long term for a possible entry pt. Once it finds a bottom. I still hold FORE for the time being and looking around to reinvest. regards, denis

To: Trader J who wrote (13545)	4/30/1999 5:46:00 PM
From: LJ	Read Replies (2) \| Respond to of 56535

TJ--Any thoughts on TIER? Down on missed earnings, closed today at 6, near its 52 week low of 5.56. (52 week high of 21) PE c. 17, no long term debt. Downgraded today by one of the three analysts that follows it--more downgrades may be on the way. BDE, (closed today at 3 9/16) which I found on Rande's home thread, may be good for a longer hold. Intel has devoted a lot of space to BDE on its website, intel.com and the recent agreement between NBC and Intel for Intel to provide digital interactive video suggests that BDE may be the one providing the technology, given the relationship between BDE and Intel. cbs.marketwatch.com I already have a small position in BDE, and intend to hold it long term.