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Strategies & Market Trends : Three Amigos Stock Thread

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To: LTK007 who wrote (4246)	5/3/1998 10:43:00 PM
From: Sergio H	Read Replies (1) of 29382

Max, thanks for updating us on DHI and for concidering adding another Amigo stock to your porfolio. I'll give you my opinion on the four stocks that you mentioned. The Amigos like all of the stocks but we also have our individual opinios. IMPX - This is a turnaround story. The Co. lost it's largest customers and has changed direction and replaced the lost business....or have they? Everyone believes that a turnaround is in progress, but questions how long it will take for the Co. to demonstrate the progress it has made. This stock may be a two year play, and then again, it may surprise and please when earnings are released during this month. EATS - closed Fri. at a new high. We have seen this stock slowly and quietly rise in our portfolio. Earnings released last week were good and we're expecting news on an acquisition. The Co. has been very succesful at buying franchises for reasonable prices and the acquisitions have been accretive to earnings. The restaurant sector remains "hot." STVI - The Kennedy Airport contract is the largest in the Co.'s history. Details pertaining to this contract are to be revealed shortly. There are other contracts in the works also as the current administration has decided to put out a lot of $$$$$$$$$ for infrastucture. Looking over STVI's balance sheet is a pleasure. The float is tiny. When news is released, we're going to see a major move. AIRM - We've been alerting everyone about the upcoming news release from AIRM as well as telling everyone that this stock is undervalued. This week will be a good week for AIRM. That's my take on those four stocks. Thanks for joining us Max. Sergio

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