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Strategies & Market Trends : YEEHAW CANDIDATES

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To: JoeinIowa who wrote (3005)9/13/2003 10:31:36 AM
From: Sergio H   of 23958
 
Joe,I admit that IMCO is a high risk proposition. It's bottom fishing at a premium since the stock has already rallied in anticipation of improved earnings. I definatly agree with Ken's short term TA reading....50-50 on this stock, but longer term the prospects are more compelling.

On the other hand, CRV is just starting to get some play. It's now selling at book value but its dirt cheap relative to most valuations, particularly P/S. What I really like about this stock is the free cash flow. CRV carries a heavy debt load but the free cash flow + the cash in the till exceeds the debt. As long as the cash is flowing, lets hold on to this stock. They're paying a nice dividend to boot.

Sergio
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