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Strategies & Market Trends : Three Amigos Stock Thread

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To: Magnatizer who wrote (2555)4/2/1998 6:29:00 PM
From: Phil Jacobson  Read Replies (1) of 29382
 
David,

This is a great report, even better with regard to fundamentals than last night's. What a student!

Getting kudos from Honda on Service is like getting ISO 9000 certification in the car industry. Very powerful as it eliminates half the battle of getting a partnership right then and there. Your idea about the Big 3 doesn't seem like a dream as much as a next logical step in the plan. And you're being too conservative to say it would take 5 years. If APCO can prove it is helping car companies keep customers more satisfied at a lower cost the growth could be dramatic indeed. And it sure sounds like their model is very scalable. Lots of automation, efficient processes.

Please tell Todd the owners of the company would be willing to spring for a bigger office and a new desk if he reels in GM :>)

Re: SAH, I trimmed my holdings today in preparation for a 2 week disappearance. Have made a fair amount so far on reading the "Todd tea leaves". Sounds like I may want to reinvest the trading shares on this one. Keeps going up on low volume...isn't that normally a bear signal? But it can also signify there's news in the works.

Phil
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