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Gold/Mining/Energy : LGS Group Inc. Y/2000

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To: Peter Arato who wrote (47)5/24/1997 7:27:00 AM
From: BM   of 169
 
LGS had a 600% increase in revenue for 1996 with 27% return on invested capital and 16% return on equity. Pretty decent figures I'd say.

I too like Keane in the US but I think there's more value in CACI which is highly undervalued (IMO) at a PE of 16. CACI is very similar to LGS and CGI in that they enjoy excellent working relationships with government departments. The US government is behind the curve with Y2000 and CACI is poised to get a good part of that business.

So CACI is my conservative US pick. My other US Y2K stocks are Alydaar (potential moonshot once on full Nasdaq, expected by end of June) and Strategia which has more than doubled since I bought in January - of course I didn't buy enough!

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