Re: ads 123, "But in spite of the pps decline, I am more comfortable with my PTSC investment now than I have been in the past when pps was much higher."
I agree with you and I recognize that things could get a little worse before they get better. The upcoming Q report (October) will likely not be good. The one after that (January) will unlikely be a barn burner. After that I expect to see some EPS growth.
The SP move is not surprising if you look at the EPS trend and make an honest estimate at the likely Oct & Jan Q report results. We are already 1/3 through what will be reported on in the January Q report.
PTSC is a very good bet IMO. But be prepared for SP moves based on the next 2 Q reports. Don't panic.
| Period |
Q Report |
Q EPS |
TTM EPS |
Lic Sales in Q |
| Mar-May |
Aug-09 |
|
|
|
| Dec-Feb |
April-09 |
|
|
|
| Sept-Nov |
January-09 |
-0.01 |
-0.01 |
Estimate @ 1/3 Q |
| June-Aug |
October-08 |
-0.02 |
0.01 |
Estimated EPS (5 lic in Q) |
| Mar-May |
August-08 |
0.00 |
0.02 |
8 |
| Dec-Feb |
April-08 |
0.02 |
0.05 |
12 incl Js |
| Sept-Nov |
January-08 |
0.01 |
0.05 |
5 |
| June-Aug |
Oct-07 |
-0.01 |
0.04 |
2 |
| Mar-May |
Aug-07 |
0.03 |
|
3 |
| Dec-Feb |
Apr-07 |
0.02 |
|
4 |
| Sept-Nov |
Jan-07 |
0.00 |
|
3 |
