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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (8412)	10/1/1999 5:54:00 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 78973

Bob your link on catalysts did not pull up page. Could you repost. Here are two ideas and I am curious on how they fit your criteria. 1)SPAB Two major acquisitions in two years going from 62 to 745 employees. Company is very strong in satellite preparation and NASA support. Only 2 space missions this year, but should have crack at return to last years performance if scheduled 8 missions are funded and spab receives contract. Selling preferred shares to Daimler at 9(converts at 1/1 to common. Mitsubishi also holds shares. Overall float is approximately 3 million giving stock excellent upside potential should these probable events materialize. Catalyst, probable events to return stock to prior levels. 2) AVL. Three 13Ds filed in last two months. On Feb 23 hired Merrill Lynch to explore means of enhancing value. Offer to buy at 15.5 by minority holders who are now filing 13D to get company to hold annual meeting and to not sell a valuable asset(Inventory Location Service,ILS) Offer lapsed but minority shareholders making noises about investing in the ILS. Catalyst, something is likely to happen to shake up management and most likely to benefit of stock price. I bought SPAB at 4 3/4 and AVL at 10 1/8 this week.