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To: Dale Baker who wrote (6126)5/16/1999 5:24:00 AM
From: Dale BakerRespond to of 118717
 
It would be nice if I could proofread my earlier posts. Make that "Briefing". Oops.

Some interesting ratio comparisons for SBTV: yahoo.marketguide.com. Notice down in the fine print how DIS owns 22%. Overall institutions own 76% and insiders 17%. Looks like a reasonably safe port in a market storm. Hardly traded on Friday when US stocks were getting hammered.

I am liking this one more and more, enough perhaps to sell half my URBN and start a position in SBTV. URBN has just about reached full fair PEG value based on FY00 earnings. I will put the rest of URBN in my Core Holdings. Nice to have a retail stock there.

I'll be watching MSFT for further pullbacks too.