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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (8139)	6/15/2002 11:04:13 PM
From: warawls	Respond to of 16631

Dave, For your list of stocks, I have one that may fit in you #4 catagory under financial stocks. The stock is PRGX (PRG-Schultz International). They are hired by companies to look over the books and find lost profits due to overpayments or under-deductions. Their pay is based on a % of what is recovered.

To: Dave Gore who wrote (8139)	6/16/2002 8:32:19 AM
From: im a survivor	Read Replies (1) \| Respond to of 16631

Biotechs with alot of potential = CCEL....99.9% untapped market!! I'd wait for another drop to buy since she is up 100% in the last couple weeks or so...., although she can shoot to $10 just as easily......look at long term charts...numbers...fundamentals...valuation....future possible revenues........she will be a boom or bust stock..nothing average.....

To: Dave Gore who wrote (8139)	6/16/2002 9:53:07 AM
From: The Vet	Respond to of 16631

Dave, I would add RANGY and our old friend DROOY back on the gold list. Also TVX which can go either under gold or under $2; I suppose under $2 would be best. TVX which I mentioned a week or so back when it was $1.20, is a little stinker made good by a generous buy out offer from Kinross gold. TVX gold has a bad management history (reverse stock splits, mismanaged financing etc.) but the market has not fully realised that this is now old history. Every shareholder (and the management who have neatly got "off the hook" with this deal)is in favour of it and as a result the deal will go through. The combined company, Kinross Gold, Echo Bay Mines and TVX gold will become one of the major North American gold miners and in the top ten gold miners in the world. Each TVX shares will be exchanged for .65 of a New Kinross share. Institutions are already lining up to buy positions in Kinross, Fidelity has already announced it has taken a position (10%) in Kinross after the merger was announced. TVX is trading well under the fair value of .65 of Kinross (KGC NYSE and K TSE) and both are leveraged to the price of gold, so buying TVX is a cheap way to get into gold with superior upside potential. Some numbers: KCG closed at 2.14 ... 0.65 of 2.14 = 1.39 TVX closed at 1.33 (that's 6 cents on 1.33=4.5% directly undervalued) Both are traded on NYSE... Some news items to start off your DD. ottawabusinessjournal.com canada.com{388E2F2F-E43E-4B3F-8769-29D20A6BB257} stockhouse.com and they are still drilling and finding gold for the odd upside suprise. stockhouse.com stockhouse.com

To: Dave Gore who wrote (8139)	6/16/2002 10:32:49 AM
From: The Vet	Read Replies (1) \| Respond to of 16631

Also, I forgot under gold and silver.. You don't have any silver stocks.. PAAS is my choice, but it is volatile; only buy on dips (under $7.50) or if silver breaks out of it's current trading range (i.e. Silver exceeds $5.12 and continues up) If this happens be quick...

To: Dave Gore who wrote (8139)	6/16/2002 4:10:34 PM
From: Dave Gore	Read Replies (2) \| Respond to of 16631

UPDATED LIST ---- Added AIRM (low PE per Bruce), DROOY, PAAS, RANGY (per Vet) and CCEL (per KG4). The latter is ranked "S" as is ELN (per myself) as highly Speculative. Obviously stock picks in category 2 and 9, and some in 7 may not have positive PE's. NOTE: These stocks are not verified good buys yet per screenings of fundamentals and T/A. I guess it is up to each of us to do that as we see fit. DOES ANYONE HAVE A CLEAR REASON WHY ANY OF THESE SHOULD NOT BE ON THE LIST AND WHY? 1. Security (esp. those to benefit from increased gov. spending) 2. Drugs 3. Biotech 4. Mortgage related, financials stocks, housing on pullbacks? 5. Select tech (low PE's and PEGS) in the "right" niches 6. "Cheap" stocks that will benefit for a WEAK U.S. Dollar. 7. Gold and Silver 8. Gaming 9. Under $2.00 with real promise - convince us 10. Energy? 1. SYMC, KEA, ACN, CSC, VRNT. ORB 2. KG, ADVP, PPDI, PRX, MYL, AIRM 3. MLNM, AMGN, ELN-S, CCEL-S 4. WM, ANFI, FNF, MIMS 5. ESST, NVDA, BMC, BEAS 6. 7. HGMCY, GG, DROOY, PAAS, RANGY 8. AKLM 9. CMPT, HQNT, XYBR 10. MIR