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

To: MCsweet who wrote (13550)	1/3/2002 4:06:53 PM
From: TimbaBear	Read Replies (4) \| Respond to of 78526

This isn't energy related but you might want to take a look at PHOC. Current price is $2.35; I arrive at a NetNet of $3.60; Book Value is $4.79; Current ratio is 4.44; Acid ratio is 2.93; Operating margin of Profit is 11.4%; ROA last fiscal year was 14%; Virtually no long term debt. Negatives: Low trading volume means it is somewhat illiquid; 50% of last year's revenues were with one client and that client's contract has been filled. However, being currently priced at .3 to sales, it appears to me that this is already in the price. Long term management, prudent money management, current price is not much above value of cash on hand of about $1.88/share. I took a position today, and will likely be taking more of a position over time. This is not to be construed as a recommendation, but rather as an indication that my opinion may not be unbiased. Timba

To: MCsweet who wrote (13550)	1/3/2002 4:41:44 PM
From: isopatch	Read Replies (1) \| Respond to of 78526

It's NOT about impressing people. Either you make $$ or you don't Don't have the time or the interest in argue further with you. The stocks I'm in finished their 1st leg up and are having a normal consolidation. You should be buying this dip. If you don't, and the market resumes it's uptrend it won't reflect too well on your "quantative risk" savvy when it comes to knowing how to trade the NG stocks. IMO, you can either join the fun or continue to be a nay sayer and get increasingly frustrated as the profits roll in over the next 4-8 weeks I've estimated will be my holding period. Frankly I've said all that needs to be said, for now.<G> You - and the many others who read this board but don't post - have your opportunity to participate via buying your fav energy stocks on this consolidation. It's your money and your decision. If you want to oppose my call, that's perfectly OK with me. It doesn't really matter what anybody posts on these web threads. Mr Market will decide who's right over the next 4-8 weeks.<G> And I'm confident about the outcome. Let's see what happens.... Good luck with your investing. Isopatch