| To: Jack Hartmann who wrote (326) | 5/13/2000 9:58:00 PM | | From: Jack Hartmann | | | |
W) What is BOA?
Rated a WATCH
I was looking for Bank of America and stumbled on this one. Chart is bullish so I'll continue further.
Business
Bush Boake Allen, Inc. is engaged in the flavor and fragrance business. The Company is organized into two operating segments, flavor and fragrance and aroma chemicals. The Company's flavor and fragrance products impart a desired taste or smell to a broad range of consumer products such as dairy products, beverages, perfumes and personal care products. The Company manufactures its flavors and fragrance products at 20 compounding facilities in 14 countries, and maintains sales offices in 38 countries. The Company's aroma chemicals are primarily used as raw materials in fragrance compounds. The Company manufactures its aroma chemicals products primarily at its Jacksonville, Florida and its Widnes, United Kingdom plants.
Analysts
Jan 26, 2000 Bush Boake Allen upgraded by Schroder & Co - Briefing.com - 6:03 pm
Posts of Notes
None
Chart
MACD was positive for most of the last few months. Just dipped negative Friday. Volume is low, but mostly green days vs. red. 10/50/200 stack though price just touched 50 day EMA.
Numbers
52-Week Low on 23-Sep-1999 $22.125
Recent Price $28.75
52-Week High on 10-Apr-2000 $30.50
Market Capitalization $555.3M
Shares Outstanding 19.3M
Float 5.60M
Price/Book (mrq*) 1.62
Price/Earnings (ttm) 21.86
Price/Sales (ttm) 1.13
Annual Dividend none
Revs 121.4M to 127.2M to 122.1M to 117.3M to 121.4M Mar00
EPS 0.23 to 0.30 to 0.35 to 0.36 to 0.31 Mar00
Institutions holds 28-32% in last four quarters
One minor insider sale in 2000.
Summary
The margins are around 5%, growth is flat. Nothing to get excited about. No news to push it up or take it down.
Yawn.
Jack |
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| To: Jack Hartmann who wrote () | 5/13/2000 11:51:00 PM | | From: Jack Hartmann | | | |
B) Scholatic is using Harry P.
Rated a BUY
Harry Potter. I haven't read it, but the kids have. wife loves it.
Business
Once upon a time, a company grew up to become one of the world's leading children's book publishers. Scholastic Corporation sells more than 250 million books (The Baby-Sitters Club, Harry Potter) annually to children across the globe. Known for its school book clubs and fairs (Scholastic is the #1 US operator of both types of programs), the company also publishes magazines (for students and teachers), textbooks, and software; produces children's TV programming, videos, and films; and operates an educational online service for students, parents, and teachers. The family of late founder Maurice Robinson owns about 20% of Scholastic Corporation.
Analysts
04/14 14:30 Scholastic Corp. Reiterated `Strong Buy' at ING Barings Scholastic Corp. (SCHL US) was reiterated ``strong buy'' by analyst Karen R Ficker at ING Barings. The price target is $72 per share.
04/14 9:37 Scholastic Corp. Reiterated `Buy' at CIBC Scholastic Corp. (SCHL US) was reiterated ``buy'' by analyst Rudolf A Hokanson at CIBC World Markets. The price target is $74.
News
5/12/00 The WSJ showing the three Potter books occupying #3, 4, 12 positions in best selling books.
interactive.wsj.com@2.cgi?dukeofnuke/text/wsjie/data/SB958080754150835993.djm/&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=harry+potter&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI=
04/14 16:35 Scholastic to Buy Grolier From Lagardere for $400 Mln (Update7) Scholastic Corp., the U.S. publisher of the Harry Potter series of children's books, agreed to buy publisher and children's book-club operator Grolier Inc. from France's Lagardere SCA for $400 million in cash.
SCHL Files Suit in Harry Potter Copyright Dispute
Abstracted from Publishers Weekly 11/29/99
Scholastic seeks judicial decision in copyright/trademark dispute with author Nancy Stouffer over JK Rowling's Harry Potter series
Numbers
EPS 0.01 to 1.34 to (1.43) to 2.30 to 0.11 Feb00
Revs 267.3M to 334.0M to 180.0M to 507.8M to 312.8M
52-Week Low on 1-Sep-1999 $39.00
Recent Price $45.875
52-Week High on 19-Jan-2000 $70.75
Market Capitalization $779.5M
Shares Outstanding 17.0M
Float 13.3M
Annual Dividend none
Price/Book (mrq) 1.95
Price/Earnings (ttm) 20.34
Price/Sales (ttm) 0.59
Profit Margin (ttm) 3.2%
Operating Margin (ttm) 6.4%
Institutions own 60-70% in the last four quarters.
Insiders sold alot of smaller shares in January 2000.
Chart
Ten year high is $72. Dropped dramatically in 1997. Huge green volume spikes in Sept 99 and Dec99. Perhaps Christmas and Potter release days. Chart bearish in a 200/50/10 day stack. Down -26.23% YTD.
Summary
Obviously a seasonal company. Book seller friend say SCHL not in a hurry to release recent Potter in paperback due to hardcover still strong. The book publishing sector as a whole is bearish. I think $72 is a viable target. Y2Y growth ok for tough market. Maybe $37 downside for the stock compare to $72 upside. I think Grolier purchase was a little high. Short term play for hype and sales for Potter #4. A movie will help book sales too. KIDE peaked just before Pokemon movie released. Still, have to think on it some. Still very early in the game as it is not on the Lycos top 50 list. 50.lycos.com
Jack |
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| To: Jack Hartmann who wrote () | 5/15/2000 5:03:00 PM | | From: Jack Hartmann | | | |
Portfolio up 3.33%, Dow up 1.87%, Nasdaq up 2.23%, S&P500 up 2.21%, Gilder up 1.9%, Meisler up 3.4%.
NYSE Volume: 850 mln...Adv: 1757...Dec: 1140
Nasdaq Volume: 1.15 bln...Adv: 2151...Dec: 1885
What a day, but on low volume again.
Tommorrow is Greenspan and CPI numbers.
Only four reds today. CREE, KLIC, SNE, NVS
EPG up 4.03% New 52wkHI. Gas is used to generate electricity and one analyst is predicting record use due to heat this summer.
EMLX up 10.35% - Partnership with EMC and MSFT for storage SAN announced
NTAP up 13.64% - runup before earnings, Also announced today that they have formed the Open Storage Networking (OSN) initiative with Amdahl, Cisco Systems, Foundry Networks (Nasdaq:FDRY, news, msgs), Legato Systems, and VERITAS Software.
MTSN up 9.15% - Announced IMEC, Europe's largest independent microelectronics research and development center will jointly develop new photoresist and residue removal processes.
RFMD up 12.44% - today announced the opening of a new 6,000 sq. ft. engineering design center in the Phoenix, AZ area.
ATHM up 2.04% - favorable court decision paves way to Portland victory. AOL fined 3.5M for bookkeeping irregulaties. TRRA purchase negotiation of LCOS is at a 40% premium.
Last few Greenspan days were positive for the Nasdaq. So much cash on the side depending on one man's comment.
Jack |
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| To: Jack Hartmann who wrote () | 5/16/2000 6:09:00 PM | | From: Jack Hartmann | | | |
Portfolio up 2.49%, Dow up 1.17%, Nasdaq up 3.05%, S&P500 up 0.94, Gilder up 4.8%, Meisler up 2,9%.
NYSE Volume: 951.59...Adv: 1667...Dec: 1272
Nasdaq Volume: 1.487...Adv: 2323...Dec: 1751
Volume still moderate. FOMC raaised rates 50 basis points and the Nasdaq again rallied to a close. Some thinking six week of bullishness until next FOMC meeting. I'm not so sure.
ATHM up 2.29%. Number two global ISP with 3% of the market.
WIN.TO up 10.79%. A rare hit on a bottom play.
FFIV up 14.93%. Number crunchers figured out value to ARPT acquisition by CSCO.
NTAP up 10.02%. Pundits thinking it is riding BRCD wave.
CREE up 8.18%. No news.
RFMD up 7.69%. No news.
Some reds today.
DUK down 2.84% - No news, but other energy stocks took a break like UDS and EPG.
MOT backlog in cable modems is affecting rollout by other cable providers. TERN and Toshiba are the beneficary.
Jack |
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| To: Jack Hartmann who wrote () | 5/17/2000 11:03:00 PM | | From: Jack Hartmann | | | |
Portfolio down 0.83%, Dow down 1.51%, Nasdaq down 1.95%, S&P 500 down 1.24%, Gilder down 1.9%, Meisler down 2.3%
NYSE Volume: 817 mln...Adv: 996...Dec: 1885
Nasdaq Volume: 1.22 bln...Adv: 1469...Dec: 2518
Again low volume after 50 point basis hike. Market mostly down from the start. Worries of JUne hike now in the air. I see a run unitl Memorial day since no May numbers until then. Probably good time to lighten then. Just have to see. Nothing predictable anymore.
FFIV up 6.91% up on buy rumours which cannot be substantiated
COVD ran up 20% on spectulation of an ATHM buyout. Would be interesting way for ATHM to gain market share.
Baseball season affecting reading so portfolio will have to sit for a while with not much trading. Looking to buy SCHL. Maybe trade LU for it and come back in.
Jack |
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| To: Jack Hartmann who wrote (333) | 5/17/2000 11:37:00 PM | | From: jjetstream | | | | |
Jack....SNDK closed right at its 200 day MA...pretty much danced with it all day....some on the SNDK thread seem to feel that Seagate selling ~250,000 shares hurt today...I can't seem to validate that argument in my head...certainly seems way oversold at this point, considering the Flash memory demands, and the various patents they hold...funny thing, if you look at a 3 or 4 year chart of SNDK it almost mirrors the NAZ's parabolic upswing...make sure to check out the SI thread....some pretty heavy hitters with good insight.....looking forward to your *take* <steven> |
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| To: Jack Hartmann who wrote (334) | 5/18/2000 9:32:00 PM | | From: Jack Hartmann | | | |
Portfolio down 3.05%, Dow up 0.07%, Nasdaq down 2.91%, S&P500 down 0.73%, Gilder down 3.7%, Meisler down 3.1%
NYSE Volume: 809...Adv: 1260...Dec: 1610
Nasdaq Volume: 1.25...Adv: 1511...Dec: 2468
Another down day on low volume.
Semis got hit today despite Nvidia's recrd quarter.
ORCL - down 6.55%. Soros realigned his portolio to include this company.
LU - down 5.46%. LU will invest in CMGI's Navipath.
NTAP up 0.36%. Beat street by a penny for 0.07 EPS.
ISIL up 0.29%. Joined the OFCM consortium.
FFIV down 10.15%. Takeover rumors fading. Still under valued.
Five advancers. Market needs something to jump start the buying. Cash continues to accumulate on sides. When it runs. It will be too late to be in. So floating in dead air we go.
Jack |
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