This quarters whisper is $.46 verses $.42 last
quarter. The report is due April 15. This along with the
anouncment of three or four new contracts (GM being one)
signed fist quarter should (hopefully) give the stock a
sizeable lift. Any thoughts?
Probably the best advice for today would be to go
to the beach, but believe it or not I could actually
see some movements to the upside on the Techs. The
fact that the NASDAQ only fell 8 pts. Lends
believability that some of them will move a bit as the traders
who didn�t leave for the weekend grab a position.
Don�t get us wrong, I�m not expecting this, it simply
wouldn�t surprise me. Keep an eye on all the upgrades that
were issued yesterday, because the Market was so
�funky� they might go better if today isn�t so negative.
Short term holds (one day to two weeks)
expect much here folks, so if you are going to play, be
careful. INTU did great for us yesterday and could have
more. VRSN did a big move also and could have some legs
left. MUSE, CREAF are both holding up well, ADPT is
still attractive, NVLS is going to go when the market
firms. IBM split and is now in �bargain �territory�,
watch for them to firm. INTC is trying, SDLI looks
pretty good, and one of our old favorites SONE looks
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I don'tunderstand the recent jump in PSDI; the
earning estimate for the next 2 quarters is flat to down.
They have a strong balance sheet, however near term
outlook is lousy at best for most of the ERP companies, I
don't believe PSDI will make their numbers for the next
2 quarters. Next year could be a different story.
i like them because of their cash position,
market position and management performance. these guys
will do well over the next couple of years because of
market presence and good reputation. the new e-commerce
initiative here is also a positive. their e-commerce
partner, grainger, is a well respected name in the
maintenance repair industry with lots of market visisbility.
this is definitely a long term outlook and you should
do your own due diligence to see if psdi will fit
into your protfolio.
all the best,