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

To: Susan Saline who wrote (13562)	4/29/1999 12:33:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 43080

>>SME got financing ok'ed from citibank nice but am still holding that lil bugger at 1.00 .. << Dont they have a catalog sales? maybe we can buy em out and go INTERNET!

To: Susan Saline who wrote (13562)	4/29/1999 12:35:00 PM
From: SpecialK	Respond to of 43080

TECD - I checked it was earnings release and strong revenue growth that accounts for the pop at March-end. This looks very good here. 20+ stock with 1-2%profit margin and $200+ in sales, p/e less than 13. From Individual Investor on 4/7 But is Tech Data's stock attractive? Childe points out that over the past three years, its p/e multiple has generally trended between 15 and 20 times, with a high value of 25 times and a low value of 10 times. And right now, the shares, which closed Tuesday at $22.38, are trading below the low end of the range based on January 2000 earnings estimates of around $2.30 per share. The stock is also trading way down from its September 1998 high of $53.13.

To: Susan Saline who wrote (13562)	4/29/1999 1:07:00 PM
From: tom pope	Read Replies (1) \| Respond to of 43080

>>SME got financing ok'ed from citibank nice but am still holding that lil bugger at 1.00 .. << FWIW: I didn't go into SME when we were talking about it a few months ago - at the time the new CEO came in - because the local SME was a shambles. Apart from the jewelry, there seemed to be no marketing thrust, and I got the impression of a company in its death throes. Went back in yesterday (it's next door to the Compusa) and there was a real improvement in store layout. Hard to sum up, but it was no longer the confusing place it was a few months ago. Maybe the new CEO is making a difference. As I said - this is FWIW. probably not much. At least I wasn't fingerprinted.