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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Big Kahuna who wrote (9096)10/28/1999 2:56:00 PM
From: Ruffian  Respond to of 54805
 
said they have a lock. was not listening with both ears, sorry. eom.



To: Big Kahuna who wrote (9096)10/28/1999 5:24:00 PM
From: Ruffian  Respond to of 54805
 
Taking Stock w/ Mark Greenberg-GMST, HET, LMGA, ETYS, HLT,
CBS

From: Michael Carrozzo
Date: 28 Oct 1999
Time: 12:14:47
Remote Name: 209.224.198.10

Comments

Taking Stock with Mark Greenberg of Invesco Leisure Fund-ETYS, HLT, CBS, GMST, HET, LMGA

Greenberg invests in companies that do business in the leisure area.

Fund is up 34% YTD

His top choices are GMST, HET, and LMGA

GMST developed interactive programming guide, and LMGA has a big exposure.

ETYS has wonderful products with great delivery. He feels that their valuation leaves a lot to be desired and it will take a long
time before the valuations reach a reasonable platform.

HLT has put up good numbers recently and is in the midst of a big acquisition. They do not look to be a takeover target any
time soon.

CBS is a company that he likes very much. He feels that the merger with VIA will do very well. The radio side is the most
valuable in the company.