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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Ken W who wrote (2292)6/18/2003 5:57:12 PM
From: Sergio H  Read Replies (1) of 23958
 
SORC added to folio at 7.75

Ken, I disagree with your evaluation of IFLO's potential. This company was designed to develop a market niche and to be bought out by a larger player with the clout to exploit this niche. The buyout price, when it comes, won't be based on P.E. or book value, but on the potential market and potential market share.

On the other hand, I agree with your assessment of CDIC's earnings report. Looks great! Combined with the current technicals, its a compelling buy.

Keeping an eye on DFIB, creeping up slowly. Needs to get over 3 in the next few days to repair chart.

Sergio
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