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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (1680)3/12/1998 9:22:00 PM
From: Amigo Mike  Read Replies (2) of 29382
 
Ola Amigos, Portfolio Wrap

Gee .... Away on Assignment Award ??? Yeah that's it !!! Calling my ISP to bark at them.

ATPX ..... up some during the few days we have owned it. Volume is still well above average. We expect continued upward pressure.

CHSE .... we are down a little. However we believe CHSE will rebound shortly. Very strong fundamentally.

PURW .... we are down just a little. Strong fundamentals will catch up to the chart shortly.

SRSL .... we are up about 25% on this one. Recent deals have solidified SRSL's position in ths audio marketplace. Plenty of room for growth here.

RECY .... we are down just a little. Recent warrant redemption offering is very interesting. Seems RECY wants to remove all possible overhang in the stock. RECY may be setting up an inverted H&S of which 3/4 is complete. Some volume with upward momentum will confirm this pattern and RECY will be off to the races.

DHI .... we are up ~15% right now. DHI should be finalizing its merger within the next 2-3 weeks with CON. There is some arbitrage activity going on between DHI and CON right now ... so the stock may experience some turbulence here. Another buyout in the home building sector today helped. After the merger with CON is complete .... we believe DHI may go vertical. The Amigos are accumulating DHI options.

APCO .... we are up ~70% =). What can be said other than APCO is KICKIN TAIL !!!!. Our original estimates were for $12 later this year. However, the new deals are nothing short of FABULOUS !!! APCO targets are now above $15 for later this year.

ANTX .... we are up ~18% right now. I am seeking to confirm a health story on Channel 4 in New York between 5-6 PM tonight about Campy vaccines. As I understand it ..... ANTEX WAS MENTIONED ! This is our very long term .... make zillions of dollars play .... but Antex does provide the opportunity for some short term profits as well.

ESV .... we are down just a scosh. ESV is hangin' tough. ESV has substantial gas operations which we believe are helping to support the price. Once oil recovers ..... we think ESV will lead the pack prominently.

Amigo Mike
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