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Gold/Mining/Energy : GEAC.....Canadian best kept secret

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To: Dr. Godless who wrote (122)12/8/1997 10:04:00 AM
From: Herb Duncan   of 1571
 
Dont have the global breakdown, but have been following Geac for a number of years, their forte have been to find good value in cos that fit their long term stategy, once aquired they seem to be able smoothly intergrate these cos into the family. These cos are for the most part being acquired with cash so earning are not being diluted with additional offerings. I dont think Asian operations are presently a big part of their market so I wouldnt see it having a big impact. Possible ace in the hole???
Y2000.... a lot of companies will have to spend big bucks to deal with this problem I see thisas being very beneficial to Geac. Hope this helps. Good luck. Still long by the way.
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