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Replies to post #493018 on Zeev's Turnips Patch-No Politics (ZEEV)

Replies to #493018 on Zeev's Turnips Patch-No Politics (ZEEV)
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Zeev Hed

08/15/06 2:48 PM

#493020 RE: ayahuasca #493018

Could very well be, particularly if IPII cannot close above $13.30 or so, the March support area.
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Zeev Hed

08/16/06 8:28 AM

#493097 RE: ayahuasca #493018

Are you concerned that IPII growth might be stalling seriously? The last three quarters were all just around the $20 MM level, the QOQ growth completely stalling. Maybe a PE of 10 for a "building company" at this stage in the cycle (with a good 6 to 12 months of further consolidation) might be rich after all. Storm premiums may cause runs, but it may drift to a PE in the 6 to 8 range and thus the support at $12 may give...