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Strategies & Market Trends : Three Amigos Stock Thread

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To: Magnatizer who wrote (4269)	5/4/1998 11:06:00 PM
From: Cary C	Read Replies (1) of 29382

APCO..... David, like you don't know already but APCO is looking mighty mighty strong from the FA side. I wanted to update the portfolio first but I had to share this part with you in case you didn't know. In regards to the Bank One deal, I had no idea that they had a direct link to over 17,000 franchise dealerships! They have a real good repore with 3,000 dealerships and write close to 80% of the financing. WOAH NELLIE!!! I need to call Todd to verify this because the possibilities are almost scary! Oh ok one more, Mr. Dorfman expects to be able to grow the business 25% to 30% for at least the next 2 years and fully expects to renew the Honda deal which comprises 15% of their revenue. DARN DARN. Cary PS if you keep missing those short term calls like you did on PURW today, I'm going to quit asking you for them. ( just kidding, thanks for all you do. Seriously)

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