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To: 2MAR$ who wrote (30009)	11/11/2001 6:05:57 PM
From: X Y Zebra	Read Replies (1) \| Respond to of 208838

Busy week it seems.... You may want to add ASW reporting on Wednesday NOV 14. An interesting company, it has a p/e of 7.29 (@ 26.99 Friday's close) The stock reached an all time high of $50.00 in early September, after that, it has been quite volatile, ranging from its high to a low of 22 and change. biz.yahoo.com It is making money, and business seems strong as ever and improving. The perceived risk is that its business is to provide "marine logistic" (shipping) for new and used cars and trucks between Europe and USA to North and West Africa. This came into close scrutiny a few weeks ago when Nigeria decided to place a ban on the importation of cars older than 5 years old. This caused a sell off that took the price down to the low 20's. While these news have been circulating, the company officials or its port agents have NOT yet received an official notification of the law. Evidently, the market places an important weigh to the risk of doing business in Africa. The company, on the other hand, simply keeps making money. This coming earnings report may shed some light as to its current and continued profitability. As indicated, it seems as an interesting play given its volatility of late and that it reports on Nov 14th. before the market opens, the expectations are for a profit of 1.34/sh. In addition, the company is registered in Cyprus, (with a low tax rate, plus logistically well situated given its business), headquartered in Antwerp (Belgium) and with offices in Los Angeles. While there has been speculations that the Cyprus registration could be cause of concern since it has been said that banks in Cyprus would be friendly to money laundering operators. However, the company's bankers are in Luxembourg, not to mention the fact that they have been in business since 1978, with no known problem in this respect. While the company has acknowledged that the ban could cost the company up to .24/share to the bottom line, it is estimated that 2002 profits can reach $6.68/share (revised form better than $7.00 prior to the ban). In response to the recent controversy and sell off, the company has also announced that they have authorized the purchase of up to 1 million shares. They are sitting on 82.4 million in cash and have NO debt. Currently, there are 14.2 million shares with a float of 6.4 million. (insiders, mainly one owner, owns 55% of the company). Lastly... JP Morgan and BB&T Capital Markets have issued reports on the company and their projection based on their estimated 2002 earnings (a low of $6.68) calls for a price of $70.00/share. Further than that... do your own DD as there has been a considerable amount of controversy as to the degree to which these regulations will (or not) affect the company. Perhaps the market knows something I do not and the recent sell off could be justified. I guess next Wednesday we will find out. Happy trading.

To: 2MAR$ who wrote (30009)	11/12/2001 8:12:59 AM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

Week of October 22nd , Earnings/Splits/Economic ------------------------ Major Earnings This Week ------------------------ Symbol Company Date Comment EPS Est ------------------------ MONDAY ------------------------ ABN ABN Amro Holdings Mon, Nov 12 Before the Bell N/A AC Alliance Capital Mana Mon, Nov 12 -----N/A----- N/A AOT Apogent Mon, Nov 12 After the Bell 0.27 BNG Benetton Group Mon, Nov 12 -----N/A----- N/A ABV Comp de Bebidas Améri Mon, Nov 12 -----N/A----- 0.13 DYS Dist y Serv D&S SA. Mon, Nov 12 -----N/A----- 0.14 LEE Lee Enterprises Mon, Nov 12 Before the Bell 0.33 MAY May Department Store Mon, Nov 12 -----N/A----- 0.17 SPP Sappi Ltd ADS Mon, Nov 12 Before the Bell 0.22 TSN Tyson Foods Mon, Nov 12 Before the Bell 0.20 HLTH WebMD Mon, Nov 12 After the Bell -0.05 ------------------------ TUESDAY ------------------------ ANF Abercrombie&Fitch Tue, Nov 13 After the Bell 0.42 BF BASF Tue, Nov 13 Before the Bell N/A BEAS BEA Systems Tue, Nov 13 After the Bell 0.05 CVC Cablevision Systems Tue, Nov 13 Before the Bell -1.10 CZN Citizens Comm. Co. Tue, Nov 13 Before the Bell -0.03 CUZ Cousins Properties Tue, Nov 13 After the Bell 0.53 CXR Cox Radio Tue, Nov 13 Before the Bell 0.04 ENGSY Energis Plc Tue, Nov 13 Before the Bell N/A GALN Galen Holdings PLC Tue, Nov 13 Before the Bell N/A HP Helmerich & Payne Tue, Nov 13 -----N/A----- 0.52 HD Home Depot Tue, Nov 13 -----N/A----- 0.32 IFX Infineon Tech AG Tue, Nov 13 Before the Bell N/A JCP JC Penney Tue, Nov 13 Before the Bell 0.13 LMCa Liberty Media Group Tue, Nov 13 -----N/A----- N/A MTA MATÁV Tue, Nov 13 Before the Bell N/A NTAP Network Appliance Tue, Nov 13 After the Bell 0.01 NMK Niagara Mohawk Tue, Nov 13 Before the Bell 0.00 RMG Rainbow Media Group Tue, Nov 13 Before the Bell 0.11 IMI SanPaolo IMI SpA Tue, Nov 13 After the Bell N/A SCMR Sycamore Networks Tue, Nov 13 After the Bell -0.17 TI Telecom Italia Tue, Nov 13 -----N/A----- N/A NZT Telecom New Zealand Tue, Nov 13 During the Market N/A IPG The Interpublic Group Tue, Nov 13 After the Bell 0.13 PNX The Phoenix Companies Tue, Nov 13 Before the Bell -0.16 TJX TJX Companies Tue, Nov 13 Before the Bell 0.54 UBS UBS AG Tue, Nov 13 Before the Bell N/A VOD Vodafone Group Tue, Nov 13 Before the Bell N/A WMT Wal-Mart Tue, Nov 13 -----N/A----- 0.34 WPI Watson Pharmaceutical Tue, Nov 13 -----N/A----- 0.62 WSM Williams-Sonoma Tue, Nov 13 Before the Bell 0.05 ZLC Zale Corporation Tue, Nov 13 Before the Bell -0.12 ------------------------ WEDNESDAY ------------------------ AZ ALLIANZ AG Wed, Nov 14 -----N/A----- N/A ATH Anthem, Inc. Wed, Nov 14 -----N/A----- N/A AMAT Applied Materials Wed, Nov 14 After the Bell 0.04 ARM ArvinMeritor Inc. Wed, Nov 14 After the Bell 0.21 BOX BOC Group PLC Wed, Nov 14 -----N/A----- N/A CWP Cable&Wireless Plc Wed, Nov 14 Before the Bell N/A CPB Campbell Soup Wed, Nov 14 Before the Bell 0.41 DHI D.R. Horton Wed, Nov 14 Before the Bell 1.08 EN Enel S.p.A. Wed, Nov 14 -----N/A----- N/A E ENI SpA ADR Wed, Nov 14 -----N/A----- N/A FD Fed Depart Stores Wed, Nov 14 Before the Bell 0.16 GMST Gemstar-TV Guide Int Wed, Nov 14 After the Bell N/A PSS Payless ShoeSources Wed, Nov 14 Before the Bell 0.56 PBR Petroleo Bras, S.A. Wed, Nov 14 -----N/A----- 0.99 REP Repsol YPF, S.A. Wed, Nov 14 -----N/A----- 0.32 SI Siemens Wed, Nov 14 Before the Bell N/A TTEK Tetra Tech Wed, Nov 14 After the Bell 0.33 TIF Tiffany Co Wed, Nov 14 Before the Bell 0.13 VGR Vector Group Ltd Wed, Nov 14 After the Bell 0.23 WFMI Whole Foods Market Wed, Nov 14 After the Bell 0.27 ------------------------ THURSDAY ------------------------ A Agilent Technologies Thu, Nov 15 After the Bell -0.61 ADSK Autodesk Thu, Nov 15 After the Bell 0.35 IRE Bank of Ireland Thu, Nov 15 Before the Bell N/A BRG BG Group Thu, Nov 15 Before the Bell N/A DELL Dell Thu, Nov 15 After the Bell 0.15 EON E.ON AG Thu, Nov 15 -----N/A----- N/A GPS Gap Inc. Thu, Nov 15 After the Bell -0.07 IPR International Power Thu, Nov 15 Before the Bell N/A INTU Intuit Thu, Nov 15 After the Bell -0.15 KSS Kohl`s Thu, Nov 15 -----N/A----- 0.28 MRVL Marvell Tech GroupLTD Thu, Nov 15 After the Bell 0.03 JWN Nordstrom Thu, Nov 15 After the Bell 0.04 PHI Phil Long Dist Tele Thu, Nov 15 Before the Bell N/A SBUX Starbucks Thu, Nov 15 After the Bell 0.14 TEF Telefonica, S.A. Thu, Nov 15 -----N/A----- N/A TWSTY TeleWest Comm Thu, Nov 15 Before the Bell N/A TD Toronto Dominion Bank Thu, Nov 15 -----N/A----- N/A WIND Wind River Systems Thu, Nov 15 After the Bell -0.02 ------------------------ FRIDAY ------------------------ AEOS American Eagle Out Fri, Nov 16 Before the Bell 0.41 KKD Krispy Kreme Doughnut Fri, Nov 16 Before the Bell 0.10 ------------------------------- Upcoming Stock Splits This Week ------------------------------- Upcoming Stock Splits This Week… Symbol Company Name Splits Payable Executable FCE.A Forrest City Enter. 3:2 11/14 11/15 KRON Kronos 3:2 11/15 11/16 FULL H.B. Fuller 2:1 11/16 11/19 -------------------------- Economic Reports This Week -------------------------- November is in full swing and investors are hoping that an end of year fourth quarter rally won't be derailed by the record number of earnings warnings we've already received about the end of 2001. Of course with a lot of the bad news already on the table investors will be focusing on a more positive 2002. The market will be watching the Retail sales number on Wednesday and the CPI numbers on Friday. Monday, 11/12/01 ---------------- None Tuesday, 11/13/01 ----------------- None Wednesday, 11/14/01 ------------------- Retail Sales Oct Forecast: 2.0% Previous: -2.4% Retail Sales ex-auto Oct Forecast: 0.2% Previous: -1.6% Thursday, 11/15/01 ------------------ Business Inventories Sep Forecast: -0.3% Previous: -0.1% Initial Claims 11/10 Forecast: 475K Previous: 450K Philadelphia Fed Nov Forecast: -25.0 Previous: -27.4 Friday, 11/16/01 ---------------- CPI Oct Forecast: -0.1% Previous: 0.4% Core CPI Oct Forecast: 0.1% Previous: 0.2% Industrial Production Oct Forecast: -0.9% Previous: -1.0% Capacity Utilization Oct Forecast: 74.7% Previous: 75.5%