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Strategies & Market Trends : Three Amigos Stock Thread

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To: Cary C who wrote (475)	2/8/1998 10:48:00 AM
From: Sergio H	Read Replies (1) of 29382

AMIGO PORTFOLIO UPDATE angelfire.com Anyone that had the chance (or the hour and a half) to listen to APCO's conference call would be ecstatic about owning these shares. YEEEEEHHHHHHAAAA!!!!!! CEO, Dorfman started the conference by noting the "typical reaction by Wall Street to APCO's record earnings." The theme of the conference call was to convey confidence in APCO's game plan. There is no plan for dog and pony shows to attract institutional buying and nothing is in the works to hype the stock. The plan is to continue doing what they are doing, continuosly signing up new dealers. Mr. Dorfman stated that he believes that APCO's Easy Care coverage is easier to sell as APCO gains market share as company is benefitting from name recognition. Some of the highlights from the conference call: * New analyst coverage. My guess is JC Bradford. jcbradford.com Just a hunch on Bradford, we'll learn soon enough. * In the next quarter expect news announcements concerning new alliances similar to the Sonic deal and new product offerings. Easy Care Light for those seeking less extensive coverage. * The RV coverage program launched in Oct. is exceeding expectations having signed 60 dealers, including the largest names in the industry. RV sales pick up in Spring and Summer and even better numbers are expected during those seasons. * APCO signed up 490 new dealers last year. 80% of these new dealers signed up new customers and traditionally APCO receives more business from dealerships in the second year as opposed to the first. There is more good stuff. We'll be updating our website profile on APCO in the next few days and provide more details. >> The website now has a DHI page. DHI is a growth stock that pays a dividend. Earnings are growing at over 30% per year and as the company absorbs recent acquisitions, margins will improve. Low interest rates, DHI's geographic diversification and seasonability make this stock very attractive right now. ESV is attracting attention everywhere I look. The company is featured in the March issue of Worth magazine and picked up more analyst coverage last week. PCTH (PCTHW) is a bargain. Once the confusion about the company's game plan subsides, the stock will begin to reflect its fair value. ANTEX has lots of news and activity in the upcoming months. We are very excited about this stock. We'll be updating our website profile on ANTEX hopefully this week and provide all of the details. Happy investing Amigos. Sergio

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