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Pastimes : LVB Investment Group

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To: Mr. Bean who wrote (323)10/15/1997 1:22:00 PM
From: Leo Mitkievicz   of 1253
 
Bean

Welcome back.

What do you mean "maybe should have"? Jill just hasn't read all of your trash talk. HaHaHa.

In contrast, note my persona as the perfect gentleman and scholar, who would never even think to impose on the delicate sensibilities of my peers on these threads. <gggg>

I've been calling some nice picks recently, but I can't get the timing right. Coulda, shoulda, woulda time. Chrysler, Harmonic Lightwaves.

Starting to look real hard at ACTM [ACT MFG contract manufacturing for OEM outsourcing - does the cable modems for Motorola] has taken a hard fall (still falling) and will surely have a nice bounce for quick profit. Very nice company for longer term play too. My FA not complete. Not hyping or recommending. Just looking at it right now.

Vanni won't like this one at all right now. Current earnings revisions have got to stink.

Leo
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