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Non-Tech : The Good Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Esway who wrote (9)	5/14/2000 11:22:00 PM
From: Larry S.	Respond to of 85

With the bids for NGH due Monday 5/15, think that Monday will be a decent trading day or entry point. I think NGH will go for $25 or more, and there well could be a bidding war after the winner is announced. MO, Philip Morris seems to be in the lead, but I have concern that if they use their stock as currency, NGH will trade significantly under the bid price due to the legal concerns of MO. NGH presently has a market cap of $6+ billion, so the final price could easily be $7-8 billion plus assumption of NGH's debt (another $3 billion). Yet the article mentions a value of $18 billion???? At any rate, seems like a relatively low risk play with decent upside, which could get real tasty if a 2-3 way bidding war erupts. and maybe we'll get some oreo cookies as extra dividends. ;)

To: Esway who wrote (9)	5/15/2000 8:57:00 AM
From: Larry S.	Read Replies (2) \| Respond to of 85

AN - Autonation, US's largest seller of new and used cars, forged a link with AOL and bought Cendant's AutoVantage. AN, at 10 bucks with PE of 15 just reported major revenue growth. Company has positioned itself as largest US retailer throught acquisitions of local dealers and now has a major footprint as the first national auto reseller. biz.yahoo.com The chart on the stock is constructive siliconinvestor.com though this test of 10 is critical, it having failed a previous high test at 18. One worth watching. Larry