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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (23781)	2/10/2001 8:03:43 PM
From: JoeinIowa	Respond to of 29382

With NG around $6 cash flow for CHK is $4/share. Gas News Sat, 10 Feb 2001, 7:01pm EST 02/10 18:15 HealthSouth, Torchmark Among Clough's Picks, Barron's Reports By Maxine Clayton Birmingham, Alabama, Feb. 10 (Bloomberg) -- HealthSouth Corp., Torchmark Corp. and Tetra Technologies are among the stocks favored by Charles Clough, founder and manager of $150 million hedge fund Clough Capital Partners, Barron's reported. Pioneer Natural Resources Co., 3TEC Energy Corp., Chesapeake Energy Corp., Magnum Hunter Resources Inc. and Rio Alto Exploration Ltd. are other favorites. Clough told Barron's that many energy companies are selling at two or three times cash flow because investors expect natural-gas prices to drop. Clough invested in HealthSouth, Tenet Healthcare Corp. and Humana Inc. because the health-care industry is seeing hospital closures and bed shortages. Insurers such as Torchmark, Allmerica Financial Corp. and Protective Life Corp. will benefit from falling interest rates. Fluor Corp., Tetra Technologies and FlowServe Corp. fell ``in anticipation of a recession, but they have gotten too cheap,'' Clough told Barron's. He's been shorting employment-agency stocks amid a slowing economy. Clough also has short positions in Nvidia Corp., VeriSign Inc., Inforte Corp. and Time Warner Telecom Inc., Barron's said.

To: JoeinIowa who wrote (23781)	2/11/2001 1:15:22 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Joe, I like to think that I research the stocks that I play, but I have to admit that over the last few weeks I put too much on my plate and have found it impossible to keep up. The positives on ISSI; lots of cash, a low PE and an extremely low PEG, so I'll play the devil's advocate and point out the negatives: negative cash flow, rising inventory, high R & D costs, high P/S ratio, lowered earnings revisions for 2001 and 2002, and institutional selling. ISSI has been touted almost on a monthly basis on CNBC and AmericaInvest.com as well as IndividualInvestor.com perhaps giving the stock added volatilitly. There's a lot of activity on the April 20 calls, as you pointed out. Most options expire worthless. Looking at the short term, chartwise, I would keep this stock if I owned it and take a quick profit from the relief rally coming up. I've got a nice profit on OEI and KEG. NG stocks (CHK for you) have been moving very well of late. Perhaps time to take profit and buy back later. I'm still holding on to your find, FRDM. It's still cheap Joe, and the chart looks great. Sergio