|
PureBytes Links
Trading Reference Links
|
In a message dated 1/1/99 11:19:39 AM Eastern Standard Time, OkieDame writes:
<< Great Ira....thanks for the stocks to look at. I had just looked at PMTC,
and keep an eye on ESV also, so will have a look-see at the others. Can you
tell me what you're seeing/expecting (without giving out any secrets, of
course). I was looking at PMTC for a point and a half....you see something a
bit more, it would seem? You think the oils have seen their bottom (ESV)?
Why these particular stocks? Any insight you could give would be very
appreciated. Please have a very safe and prosperous new year.....your posts
have really been helpful to me these past few months. You've no idea; maybe
I'll even make some money this year. :)
Joanie >>
hello and happy new year
Both pmtc and psft are software companies with sales exeeding 750 mil per
year
both are with exellent mgt and good earnings
i hold these for a double by 1/2000
as for esv it is selling UNDER book value and you know what happen to ibm
since its sold under book. but oil is at 22 yer low and started to perk up
also the price earning on the stock is WELL under any sp500 company
as for ca it is the LARGEST software company in the world
(microsoft sales exlooding win 95 and 98 are 51% of ca sales)
i expect 1998 sales for ca to top 4.5 BILLION
i expect its p/e to decrease to UNDER average of sp500
hope this help
THIS IS NOT A TRADING RECOMENDATION
just my openion
Ben
|