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Wpi;dm
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
A friend who follows MSFT tells me that First Call is raising questions about the earnings that were reported. Don't know the details.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
You can yell at Sprint if I can yell at CenturyTel.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Thanks for posting those. They're a nice summary.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Could be. Are you looking short term, or long term? I don't try to time bottoms. If it meets my criteria, I'll add it to my portfolio and wait for it to rise. There are occasional times I'll put in a limit order where I think a stock still has room to drop, but for the most part I worry about where it'll be a year from now, not a month from now.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Let me know what you think.
IMO, the market overreacted to its recent warnings. After all, it's still projecting 10% sales increases for 2002, and I believe will resume its historic growth after that. But my analysis is based on projecting only 10% annual growth for the next five years, and returning to a decent PE, and anything beyond that is gravy.
BTW, another stock you might want to take a look at is SGR. I think I mentioned that while back on the Big Board thread. They got really beaten up in the Calif power problems, for no good reason since they had no Enron or Calpers contracts. They're not a glamor company (well, neither is MINI), but a good solid well managed company that knows how to make money in a core business. As long as we keep using power we'll keep building power plants, and SGR will be there. Again, I'm looking at it as a long-term investment, not a trading play, so most people here shouldn't look at it. But for those investing for the long term -- to pay for kids college, retirement, or whatever -- I think it's worth a careful look.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I don't like to just toss out names without reasons and analysis, particularly since my time frame and goals are very different from many people here. I feel that if I siimply name a stock, some people here will assume I'm enxpecting it to double in a month or two. In my case, I'm looking at a five-year time frame for a stock to double or better. But if I don't share the analysis, that is generally not understood.
That said, right now I'm working on an analysis for my stock club of MINI, and unless I find some problems buried in the 10-K or elsewhere, at this point I expect to recommend that we buy it. I have also done an initial look at STZ and have requested a copy of their annual report and 10-K for further analysis, which basically means they have passed the first two levels of my analysis and now I'm looking to see whether after a detailed look they will remain of serious interest at their present price.
I am, at last, in the process of working up toward a thread here on long term value based growth investing, and hope to have it up in a few weeks. (I iknow, Matt, I've been saying that for a while, but it really is coming!)
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
But when did you ever offer any great stock picking ideas?
Where have you been all these months?
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Uh, if you saw me you would know I can't call myself a little folk in that respect.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
You'd better be kidding, or I won't let you in on the next great stock idea.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
What do you mean, back.
I never went away.
You're just so busy munching donuts and yelling at Sprint that you don't have time to notice all us little folk.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Houston, we have a problem.
No donuts?????
Everything else is a problem.
That's a CRISIS!!!!!!!!!!
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I'm speechless.
We should be so lucky.
<g>
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I've held WM for several years, have done fine with it. Taking a very quick look, based on projected growth of 12% and average high PE of 20, it's a buy at anything under about 39. So it's nicely within what I would consider the buy range.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Sorry, been busy the past few days moving.
Ran PII through my model very quickly, and it's saying it needs to get down to around 40 to be a buy. That may seem low, but it's been below 40 in every year up to now, so no reason it shouldn't go there again in the normal cycle of the stock price.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Thanks. They've dropped, but I don't see any reason why. I'm tempted to add to my holding.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
True.
The Stock Market is, IMO, having a fire sale for those interested in stocking up.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
This is one of the best buying markets I know of. Too bad I had to sink lots more into this house than I had planned so I don't have the free cash to take advantage of it fully. But I am out there snapping up a few bargains.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Last month I got a bill for $51 and this month again for a total of $100+... I don't have any kind of service with
them. Their billing system must be totally screwed up.
Hey, send them a bill fo a few thousand for and advance on consulting services. Heck, if their accounting system is so screwed up, they might pay it! Then you can give them some hours consulting on how to unscrew up their accounting system.
Worth a try!
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Well, Matt, looks like it wasn't you after all.
http://story.news.yahoo.com/news?tmpl=story&ncid=99&e=2&cid=99&u=/ct/20020620/cr_ct/...
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I missed that one. Thanks!
It's helpful and informative.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Does anybody have any experience with th Robland X-31 or -310 combination machine for a small home shop? I'm getting my shop back after two years, and am going to re-equip it, and am thinking about this machine. Anybody have experience with it, or suggestions of where to find people who have used it? (A search on Google brings up very little of use.)
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Amgen (AMGN) may be worth a look.
The whole biotech sector has been creamed. Amgen went down with the rest. But it may be an overreaction.
Amgen has been profitable for at least the past 10 years, unlike many biotech stocks. It has shown solid sales and earnings growth in the range of 15-20%
The price, which had been run up to 80, is now down to just over 40. The high PE, which had been running in the 60s and 70s, which is clearly unsustainable over time, is down at 35, still high, but not quite as unreasonable.
The stock bottomed at 36, and has been recovering slowly.
I'm not sure yet how much room it really has to run. The PEG is still high, unless it can significantly better its historical growth rate. If the present PE holds, and earnings growth keeps growing at 15% a year, the stock will follow the earnings growth. Not spectacular, but a growing company in a growing industry.
The recent purchase of Immunex is a quirk I haven't yet fully integrated into my analysis. Basically, I'm starting to take a serious look at it, and am posting here for anybody who might have comments, or might have looked at it recently, to add their 3 cents. (Inflation, you know.)
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
You are from Callie????
For that slander, I challenge you to a duel. Bumbershoots at 20 paces on the aft deck of the interisland. And may the wettest man win.
I have in my life spent a total of three days in California. SF to be exact. Interviewing for a job. The company paid my way, including putting me up at their sole expense in a hotel and even picking up the room service tab. I have never paid a cent of my own money to travel to Callie, and don't expect I ever will.
So unless you instantly withdraw your calumny, and apologize profusely, it's bumbershoot duel time.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I WANT SUMMER!!
You want summer?
Move to California.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
<i. If I have to start
wearing a g-string and turning on my web cam to increase stock postings, then I'm on my way to
Victoria Secret.
I can think of few better ways to destroy this site.
You in a g-string on a web cam? The mere threat makes my blood curdle.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
LOL!!
Lots of those are true. Lots more than usual in such lists.
Just last week, for example, I did switch from heat to a/c in the same day. Drove in to work with the car heat on. Drove home with the a/c on.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Okay, thanks.
I should be able to answer this, but I don't have a message in front of me. Is there an easy and quick way to convert a full URL in a message into a message URL? Or can that only be done by the poster?
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Dumb.
Dumb, de dumb dumb dumb.
When somebody gives you a bone, it's not smart to bite their hand.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I hate it when people post to messages and I go expecting to find something juicy and all there is is a deleted message.
Also, Bob, i thought you were going to set it up so that links to IH posts within and IH post opened in the same window. It would save me having to close windows all the time.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Glad to be able to help you out.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
You ask why your post got deleted.
Well, you should realize that you wrote which has it's own set of listed TOU requirements
That should, of course, have been "its," not "it's."
Don't you realize that Matt is an addict for correct grammar, and will delete any post he comes across that mangles the English language?
Your abuse of the possessive certainly merits deletion.
Sincerely,
TIC
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
L
O
L
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
I'll see whether I can find it in the depths of my heart to forgive you.
Searching . . .
Searching . . .
Okay, there it is.
Yep.
I forgive you.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
<g>
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
That's what we're here for.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
Glad to help.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
You say you need a bunch of messages for a test?
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
D'ya want all those folks over here?
No.
Nono.
Nonononononononononooooooooooooooooooooooooooooooo.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss
That would seem do to it.
Thanks.
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Be who you are and say what you feel, because those who mind don't matter
and those who matter don't mind. -- Dr. Seuss