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Strategies & Market Trends : Rande Is . . . HOME
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To: Rande Is who wrote (31307)8/5/2000 9:08:41 PM
From: American Spirit  Read Replies (1) of 57584
 
Rande, I am intrigued with the takeover candidates UIS, LOR, NOVL and IFMX now (all of which I own). Each one has hundreds of millions in cash and market caps only 5 or so times higher. Add other assets and major future potential performance and all four should be attracting enormous takeover interest. All speculation of course but I would be surprised if one or more of them get taken out soon. I also see little or no downside in any of them. In other words at these prices I feel you'll always be able to get your money back even if they dip for a little while.

ESHR is another amazing bargain. Market cap now only 80 million. True ESHR's more of a start-up and isn't profitable yet but it's down to 4 from 25 and I just doubled up on it. They have a big deal with Walmart they haven't even announced yet for some reason. Someday these type B2B's should come back into some favor.

LU is one I bought Friday. I tyhink the selling is way overdone. Down to a reasonable PE and the market is discounting it's gargantuan potential to dominate, similar to IBM in that way. The market is assuming modest growth but both LU and IBM I think could ratchet it up considerably soon enough. Both most trusted names in their sectors for one thing. IBM exec I rode in 1st class with last month said they're overflowing with service orders. Which also makes IBM a probable buyer of some of the smaller beaten-down firms - like UIS, IFMX and NOVL. We come full circle.
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