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Strategies & Market Trends : 50% Gains Investing
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To: Czechsinthemail who wrote (18034)5/7/2000 9:48:00 AM
From: tdl4138Read Replies (1) of 118717
 
Baird,

Very well done...if btate...or anyone else looking at ALSC doesn't understand the complete picture for ALSC...its not because you left anything out.

A lot of investors like btate want to look at the past to get a clearer picture of the future...I suppose I do the same. Alsc is in a situation where the "past" fundamentals have changed and the company and marketplace is entering a
new cycle. The way ALSC has positioned itself is...at least to me...intriqing.

Trying to evaluate ALSC...is similar to looking back at the oil service/ energy sector over the last 2 years...Both were out of favor for obvious reasons. Now that the supply and demand cycle has changed...you can't value an oil company this year when comparing how it performed when crude was $10 a barrel.

What I do see for ALSC is that their inherent "value" and "true worth" may not be recognized by the street and translated to their stock price. My thought in that event, is that sooner or later...someone will come along and buy them out...Especially if they continue to buyback stock and their bookvalue keeps climbing. The longer this cycle continues, the stronger their equity investments should become...along with their own core business...I haven't yet decided if the ALSC management team is extremely shrewd or extremely lucky...for their timely investments. Looking at their current financial position....I'm very curious as to what their plans are from here.

Dave
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