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Strategies & Market Trends : Three Amigos Stock Thread

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To: James Strauss who wrote (2117)	3/24/1998 5:29:00 PM
From: Sergio H	Read Replies (2) of 29382

Jim, I'll have the time to do some FA on weekends for the stocks on your thread. NETM had very good news today and should continue moving up tomorrow. Thanks for providing the list as it contains a virtual goldmine. Regarding RECY and APCO, these are two companies that fit the Amigo mold. We felt that APCO got way ahead of itself and felt compelled to sell it from our portfolio, but we'll be adding back in as soon as the herd is finished evacuating. The stock and the company is solid. RECY, I think that you heard something about, is a core stock in the Amigo portfolio and we're sure that earnings will continue to improve. I am anxiously awaiting developments indicating that RECY is ready to begin phase 2 of their plan. We're anxiously awaiting news on ROIX and ATPX. ESV received new analyst coverage today and the rest of the portfolio was relatively quiet. The Amigo portfolio was relatively quiet today. We'll be making some additions either this week or next. for anyone not familiar, the Amigofolio is found at: angelfire.com Sergio

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