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Strategies & Market Trends : Three Amigos Stock Thread

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To: Cary C who wrote (1424)	3/4/1998 9:33:00 PM
From: Sergio H	Read Replies (2) of 29382

Cary, you are correct on all accounts regarding APCO. The only factors that you did not mention are the motor home market, the improving margins, the increasing market share and the strong cash position. The motor home market is a new area for APCO. The high season for motor home sales is just starting. The motor home warranty revenues will have a positive impact on future earnings. Increased sales activity has been met with increased efficiency by APCO resulting in continuously improving bottom line numbers. APCO is an infant in the industry having a market share of less than 2% while demonstrating a 30% rev growth rate. Lots of market share for this company to strive for and lots of earnings improvements in the future. APCO has a fairly large cash position. With the Sonic deal and the two new deals announced this week, the cash position will soon be huge. What will be done with this cash? Acquiring another company is not likely as APCO has its own system of doing business. How about a special dividend or a stock buyback program? Sergio

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