SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Three Amigos Stock Thread

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Amigo Mike who wrote (4184)5/1/1998 8:39:00 PM
From: Sergio H  Read Replies (2) of 29382
 
PORTFOLIO UPDATE
members.esslink.com

EATS - Closed at 52 week high. Over 30% profit in just over a couple of weeks.

PURW - Up 15/16 today. Up almost 50% in the folio in 2 months.

AIRM - Up 17% in 3 weeks. Slow and easy but we're getting there. Waiting for news and earnings soon.

ESV - We knew that we added this one early, but the oil sector will
improve as the summer nears. A lot of big block buys today. We have a slight profit here.

ATPX - Continues to go unnoticed. Recent certification announcement will lead to new orders. The Co. has the facilities to
take in additional work. The Aviation sector continues to remain hot.
50% estimated growth rate for next year is very conservative. More news is coming. Sooner or later this one will take off. Amigos have a slight profit on this stock.

APCO - We sold after making 100% profit and bought back looking for another 100% return. The Co. is strong and continues to grow at
a 30% + clip. What's not to like? We're up about 7% so far and 93% more to go.

ANTX - Things are going to heat up soon. June will be very interesting for this stock. We're suffering a slight loss on this stock since introducing it in the Amigofolio.

DWYR - Hey, we beat the news releases, but a lot of people must have known in advance. We're inching up slowly now. This is a boring stock, boring products but sound fundamentals will keep this stock moving up. About even from our entry point.

ORBT - Not much to report. Ken W. is working on getting an update from the Co. We're losing so far on this stock, but we're in the trading range from our entry point.

STVI - Anyone look at the balance sheet? Anyone look at the recent contract announcement? Anyone look at the float? If you looked, you bought. We're up on our initial purchase.

DHI - Interest rate jitters have hit the homebuilding sector. We're down less than 10% on this stock. It's a keeper.

ROIX - Earnings report in line with expectations. Solid performance by a co. executing it's business plan to a tee. We're flat on this stock since adding it to the folio.

I think that I've got them all.

Sergio

ps Sandra, Redhead and Max 90, sincere thanks for your kind words about this thread elsewhere on SI.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext