News Focus
News Focus
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was hotlinktuna

04/11/06 3:51 PM

#467141 RE: Zeev Hed #467132

Back in energy WEE.V C$2.79 -.16 here as it's fallen back down again...tuna
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allsmall

04/11/06 3:52 PM

#467143 RE: Zeev Hed #467132

now that VTO Report is gone...what is the next best sight in your opinion?

tia
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was hotlinktuna

04/11/06 4:11 PM

#467153 RE: Zeev Hed #467132

Holy Moly Zeev! VRLK .15 here in bankruptcy! I traded that stock many times from the 6-12 range if I'm remembering right! It's been several years back but I'm not sure that my brother doesn't still have some...hope not! I would have had a rougher day if KSWW hadn't bailed me out today...closed 3.90 HOD on strong volume for it making me think Amex news may be coming yet this week possibly...not sure. Wonder if traders buy this dip in the morning Zeev? tuna
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madrose1

04/12/06 3:58 PM

#467354 RE: Zeev Hed #467132

On a note out by GSCO analyst today , they have a short position in SNDK (stop loss $74 , potential cover @ $42 )

Goldman Update 4/12 AM

CHANGES: We are adding a short position in SanDisk (SNDK, U/N) to our
catalyst-based portfolio with a potential 31% return to fair value of $42. Our
stop-loss is $74, or 23% above the current share price of $60. Reasons to sell
SanDisk: (1) We expect management will lower 2Q 2006 EPS guidance on 1Q
conference call, scheduled for April 20; (2) NAND spot prices have dropped 55%
YTD and we expect prices to fall further in 2006; (3) incremental demand from
falling prices will not be enough to soak up excess supply. Consensus EPS estimates
appear to incorporate an overly optimistic picture of NAND contract prices and the
value of royalty income. Jim Covello, the covering analyst, rates the stock U/N.