| To: Jack Hartmann who wrote (614) | 8/28/2000 3:40:58 PM | | From: Jack Hartmann | | | | Added SLAB at $62.25. Down $5 since I reviewed it. risk/reward is better. Watching these other low float stocks go higher. Will stop out around $55 or so. This stock has such a low float that lockup expiration will help sell shares.
Jack |
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| To: Jack Hartmann who started this subject | 8/28/2000 10:10:23 PM | | From: Jack Hartmann | | | | Portfolio up 1.89%, Dow up 0.54%, Nasdaq up 0.69%, S&P500 up 0.51%, Gilder up 0.7%, Meisler down up 2.9%, J-Blimps up 0.6%, Fuel cells/Alt energy up 1.4%
NYSE Volume: 727 mln...Adv: 1375...Dec: 1429
Nasdaq Volume: 1.36 bln...Adv: 2128...Dec: 1892
Put/Call ratio 0.49 (Range 0.47 to 0.50) Tight today
Sector Watch
NYSE hitting two year high.
Disk Drives ($DDX) 108.54 +3.12 +2.96%. WDC, KMAG, and HMTT up double digits to lead index. Off the triple bottom. Another 10% until next resistance. Komag Sets Sept 20 Meeting To Vote On HMT Tech Merger. • Disk-Drive Giant Seagate Expects Chip Shortage Will Continue. SEG revenues essential flat but EPS improving last four quarters. SEG has accumulation after July gap down. KMAG and WDC have ten quarters of unprofitability with generally flat revenues. I’m missing the excitement, but maybe this is how the triple bottom recovers. HMTT HTCH IOM KMAG DSS HDD RDRT SEG STK WDC are the index.
Hardware ($HWI) 456.78 +10.05 +2.25%. Nice 50/200 chart and another I’m a no-show on. IBM up on Credit Suisse upgrade and moving price target to $150 from $125. MUEI chart broke out of flat 200/10/50 mess. High was $20 and at $12 now. Looks tempting. IBM 5% off its 52wkHI.
AAPL CPQ DELL GTW HWP IBM MUEI SGI SUNW are the index.
Oil Services ($OSX) 137.19 +2.75 +2.05%. Another high for the stellar index. Entire index green. NE got S&P 5 star rating so may be tempting. BHI CAM FLC GLBL GLM HAL NBR NE RDC RIG SII SLB TDW VRC WFT
Broker Dealers ($XBD) 629.32 +15.93 +2.60% DLJ up 7% to lead index. DLJ floating near its highs also. Sector also looking strong. No news to lead sector. AGE BSC SCH DLJ EGRP GS LM LEH MER MWD PWJ RJF TWE
Portfolio Watch
All green but MET and PHA which were down less than 2%.
BRZE up 6.14%. No news.
GT up 3.81%. Bridgestone and Ford got congressional inquiry. Venezuela talking criminal in their country.
C up 3.35%. New52wkHI.
KEM up 4.14%. 13 consecutive green days. Amazing.
Other stocks.
SSTI up 11.62%. In hindsight I should have bought it when I profiled it a couple of weeks ago. Thought the bottom at $18 and runup to $24 was high. Dip never came. Now at $31.81.
ACPW up 10.47%. New IPO in the fuel cell portfolio showing life. Haven’t done the DD on it. Another 3% and it is at a high in its short life.
EMLX down 5.91%. A curse is on the stock until next earnings. I won’t touch it.
These four hot sectors are in need of some screening. Tough to get everything done at once. Have some cash to spend so tempting to buy some. I see people sitting on the sides with cash waiting for the dip. Trying not to buy the tech high fliers instead buying strong stocks in strong sectors. I don’t trust this market especially the Nasdaq. The QQQs are coming close to the July 17 summer high. This time it is on volume of 20% less. This is a scary point where everyone seems to have their finger on the trigger and will sell instantly when the cry of wolf is given. But to not be in it is to miss the strength since the Aug 2 lows. The main difference is that the Nasdaq is up on weak volume, but the NYSE is up on average volume. I feel NYSE plays are less risk/better rewards than the Nasdaq.
Jack |
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| To: Jack Hartmann who started this subject | 8/28/2000 11:11:56 PM | | From: Jack Hartmann | | | | XBD screen
Trying to get a feel of the sector and running through some data.
BSC
Nice 10/50/200 stack, consolidation after run up.
19.4% rev growth y2y per briefing.com
Price/Book (mrq*) 1.54
Price/Earnings (ttm) 13.26
Price/Sales (ttm) 1.09
Q2Q picture: Rev and EPS declined in recent May quarter. Crash probably.
DLJ
Another nice 10/50/200 stack
31.2% rev growth
Price/Book (mrq) 2.27
Price/Earnings (ttm) 12.09
Price/Sales (ttm) 0.97
Rev and EPS declined in last quarter too
EGRP
3 month consolidation, but uptrending toward resistance.
(18.9%) rev growth
Price/Book (mrq) 2.70
Price/Earnings N/A
Price/Sales (ttm) 3.71
Rev declined, but EPS positive for first time
AGE
Nice 10/50/200 chart with four weeks of consolidation
24.5% rev growth
Price/Book (mrq) 2.53
Price/Earnings (ttm) 11.43
Price/Sales (ttm) 1.56
Rev flat, EPS up
GS
Nice 10/50/200 stack.
19.8% rev growth
Price/Book (mrq*) 4.50
Price/Earnings (ttm) 19.78
Price/Sales (ttm) 2.02
Rev up, EPS down
LM
Slight negative channel 50/10/200 stack
16.8% rev growth
Price/Book (mrq) 3.71
Price/Earnings (ttm) 20.60
Price/Sales (ttm) 2.14
Rev down, EPS down
LEH
Nice 10/50/200 stack
14.5% rev growth
Price/Book (mrq) 2.61
Price/Earnings (ttm) 12.23
Price/Sales (ttm) 0.79
Rev flat, EPS down
MER
Nice 10/50/200 stack
23.1 rev g
Price/Book (mrq) 3.49
Price/Earnings (ttm) 18.25
Price/Sales (ttm) 1.49
Rev flat. EPS down
MWD
Nice 10/50/200 stack
25.2 rev g
Price/Book (mrq) 6.49
Price/Earnings (ttm) 20.82
Price/Sales (ttm) 2.92
rev flat, eps down
PWJ
Flat since huge gap up on buyout announcement
4.7% rev g
Price/Book (mrq) 3.25
Price/Earnings (ttm) 20.07
Price/Sales (ttm) 1.25
rev slight down, eps down
RJF
Jerky 10/50/200 stack
No brief data
Price/Book (mrq) 1.96
Price/Earnings (ttm) 11.11
Price/Sales (ttm) 0.76
rev down, epsdown
SCH
Looping downward 10/50/200 stack
25.8% rev g
Price/Book (mrq) 13.02
Price/Earnings (ttm) 65.58
Price/Sales (ttm) 9.30
rev down, eps down
TWE
Flat 10/50/200 stack. Consoldiation
42.2% rev growth
Price/Book (mrq*) 3.24
Price/Earnings (ttm) 35.68
Price/Sales (ttm) 4.48
rev down, eps down
I like AGE with the EPS up in tough quarter. Price/sales reasonable an rev growth about double PE. Chart shows consolidation. I'm betting on the upside as this sector is very strong.
Jack |
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| To: Jack Hartmann who started this subject | 8/29/2000 10:57:47 PM | | From: Jack Hartmann | | | | Portfolio down 0.17%, Dow down 0.34%, Nasdaq up 0.28%, S&P500 down 0.28%, Gilder down 0.6%, Meisler up 0.7%, J-Blimps up 0.1%, Fuel cells/Alt energy up 2.7%
NYSE Volume: 787 mln...Adv: 1325...Dec: 1470
Nasdaq Volume: 1.48 mln...Adv: 2110...Dec: 1918
Put/Call ratio 0.54 (Range 0.43 to 0.60) Low in morning hour
Sector Watch
Broker Dealers ($XBD) 662.76 +33.44 +5.31%. DLJ buyout rumors by Credit Suisse led sector up.
AGE BSC SCH DLJ EGRP GS LM LEH MER MWD PWJ RJF TWE
Portfolio Watch
BRZE down 6.96%. No news. Profitaking.
GT down 3.15%. Goodyear shop in Saint Charles all out of the 15 inch tires. No one in area has this size in stock.
KEM up 2.84%. 14 consecutive green days.
Other stocks.
GLIA down 59.9%. FDA problems and GLFD backing out of merger. My limit order at $9 never kicked in. Sigh.
APCW up 17.30% Running hard now
FCEL up 13.15%. Another fuel cell stock going up .
These two are leading the portfolio. Both were steady accumulation during the day. This portfolio is up 16.7% in the month.
Never did buy the financial broker/dealer stocks. DLJ up 27%. I like GS the best but 51M marketcap is tough to swallow. AGE is small and lackluster though undervalued.
Jack |
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| To: Jack Hartmann who started this subject | 8/30/2000 9:21:47 PM | | From: Jack Hartmann | | | | Portfolio down 0.19%, Dow down 1.00%, Nasdaq up 0.53%, S&P500 down 0.48%, Gilder up 0.3%, Meisler down 0.37%, J-Blimps down 0.2%, Fuel cells/Alt energy down 1.7%
NYSE Volume: 817 mln...Adv: 1402...Dec: 1416
Nasdaq Volume: 1.53 bln...Adv: 2143...Dec: 1901
Put/Call ratio 0.52 (Range 0.42 to 0.54) Low in morning hour
Sector Watch
Insurance ($IUX) 711.94 +14.43 +2.07%, Still in consolidation after July runup. Old favorite CNC up 9.09% to lead sector up. Apparently talks of new financing may occur. Only two were red today. AGC AIG ALL CB CI CINF CNC HIG JP LNC LTR MBI MTG PGR SAFC SPC TA TMK UNM are the index
DOT ($DOT) 843.35 +44.11 +5.52% ICGE and CMGI up double digits. CSFB and GS gave positive recommendation to AMNZ and whole internet sector. Broke above the 50 day EMA, still well below 200 day EMA. AMZN AOL ARBA ATHM BVSN CHKP CMGI DCLK DIG EBAY EGRP ELNK ICGE INKT JNPR LCOS MACR MRCH NETA OMKT PCLN RNWK RSAS YHOO
Broker Dealers ($XBD) 670.99 +8.23 +1.24%. Running up high off the DLJ acquisition by CSFB. Bought AGE as I think it is attractive for a buyout also.
Portfolio Watch
KEM down 7.18% Streak is broken on profitaking.
RFMD up 5.67% No news and on a tear since the split.
MET up 3.39%. Insurance sector hot today.
Other stocks.
XLA up 10.00%. Coming back from decimation at $17. Was $112 earlier this year. Chart shows consolidation after strong move. Odd because class action suits announced again against stock.
Everyone waiting for the weekend and the cash to play in September. Tomorrow looks more of the same.
Jack |
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| To: Jack Hartmann who wrote (660) | 8/31/2000 1:41:16 PM | | From: Mike E. | | | | Better make an extra trade or two today, Jack. Gonna need the cash to pay electric bill. (Assuming they don't just cut it off due to inability to meet demand! <g>)
(PR NEWSWIRE) ComEd Anticipates Highest Demand This Year
ComEd Anticipates Highest Demand This Year
CHICAGO, Aug. 31 /PRNewswire/ -- With temperatures today predicted to top
90 degrees, the demand for electricity on the ComEd system will be the highest
so far this year -- an estimated load of more than 20,000 megawatts.
All ten of the company's nuclear units are up and running and power
purchase agreements are in place to cover anticipated demand. While the
company cannot guarantee there will be no outages, improvements made to the
transmission and distribution system since last summer should decrease the
frequency and duration of any problems, should they occur.
As an added precaution, ComEd is taking five steps to prepare for today's
heavy load.
-- Postponing scheduled work that would require equipment to be out of
service;
-- Putting work crews out in the field to monitor the system and respond
quickly to any problems;
-- Alerting Chicagoland contractors and asking them to exercise extra
caution when working around power lines;
-- Remaining in close contact with area public officials; and
-- Opening the company's command centers to coordinate any necessary work.
At the same time, ComEd reminds customers to use energy wisely and offers
the following tips:
-- Set air conditioners no lower than 78 degrees when possible;
-- Run major appliances such as washers, dryers and dishwashers after 7
p.m.;
-- Keep shades, blinds and curtains closed; and
-- Avoid using the oven in the middle of the day to prepare meals.
Incorporated in 1994 and based in Chicago, Unicom Corporation (NYSE: UCM)
is a public company dedicated to meeting the energy needs of residential,
commercial, industrial and wholesale customers. With approximately 15,000
employees and nearly $7 billion in revenues, Unicom Corporation is the parent
holding company to Commonwealth Edison Company (ComEd), its principal
subsidiary, and Unicom Enterprises, Inc. (UEI), offering competitive
energy-related products and services.
Engaged principally in the production, purchase, transmission,
distribution and sale of electricity to retail and wholesale customers, ComEd
provides service to more than 3.4 million customers across Northern Illinois,
or 70 percent of the state's population.
SOURCE Commonwealth Edison Company (ComEd)
-0- 08/31/2000
/CONTACT: Don Kirchoffner of Commonwealth Edison Company, 312-394-3500/
/Web site: ucm.com /
(UCM)
CO: Commonwealth Edison Company (ComEd)
ST: Illinois
IN: UTI
SU:
*** end of story *** |
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| To: Mike E. who wrote (661) | 8/31/2000 1:56:01 PM | | From: Jack Hartmann | | | | Mike, COMED hanging low lately. I see Nicor in the paper everyday with the mercury problem. Been paying around $100-110 a month for electricity out here. Down 10-15% from a year ago.
Jack |
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| To: Jack Hartmann who wrote (662) | 8/31/2000 1:58:45 PM | | From: Mike E. | | | | Mike, COMED hanging low lately. I see Nicor in the paper everyday with the mercury problem. Been paying around $100-110 a month for electricity out here. Down 10-15% from a year ago
True, I think my last one was around $120. Thing is, once they add on taxes, $8 "user/meter fee" <sic>, etc, etc. that comes out to more than $.10/kWh which is rape as far as I'm concerned.
(I'm in Aurora - can see I-88 from the house - actually, the Hindu Temple thing is right out my door.)
Mike |
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