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Gold/Mining/Energy : Direct Focus Inc. (DFXI) -- Ignore unavailable to you. Want to Upgrade?

To: Gofer who wrote (704)	1/11/2002 11:20:56 AM
From: trilobyte	Read Replies (1) \| Respond to of 768

Hi Gofer, I first discovered BFX in the trash! Actually it was in a recycling bin. You see, every weekend I'd jump into the recycling bin at the building where I lived and collect a week's worth of Globe and Mail. You'd always be able to find unread copies! I'd go through their earning's recap section and for some reason got totally fixated on a small company trading around 1$ per share doing 4cts in earning. That was a p.e. of 6 assuming no growth. And I had learned the DELL model of direct sales. So I jumped in big. I rode all the shares I bought to the 7$ US range for a 30 bagger and then started fretting about what I thought was slowing rate of growth (around 99Q2). So I sold. But after a while, I rebought DFXI, missing maybe 2$ of the run. Didn't buy as many shares though. Thanks for your arithmetic. It seems that we maybe in store for a blowout quarter. I don't think that is currently priced in (if we do 60cts per share), so the stock may not sell off. But it always seems to happen... Thanks for your picks. I'll look, although I've mostly migrated to the US market now (as you see by my recommenda- tions). I think RSTN looks really strong. Past earnings include none of the revenues that will come from 2 massive deals they struck: FOX in the U.S. and one in Korea for 1000s of their routers. I think it will run unless their main competitor CSCO has negative news that impact the whole sector and RSTN stalls by association. take care, T--