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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 (10263)	7/30/2002 11:07:40 AM
From: Dave Gore	Read Replies (1) \| Respond to of 16631

Good Reward/Risks --- NVDA, MIR, KG are all solid R/R plays, imho. Throw in ITRI too, I guess. But I won't get greedy if the Market trends down and break important support. NVDA was most timely because the SOX started acting well a couple days ago and is doing fine today. MIR will likely give us an answer as the C.C. happens today (starting now). KG had a great earnings report and is easily at its ALL-TIME historic PE low. Re: KG, it is a drug stock in an election year, so it's big run-up may be a month to 4 months away. ITRI beat earnings and guided up, but dropped about 35% on one analysts concern, while the Market ignored the Goldman Sachs upgrade. PE very low now. Could be back to the low $20's if the Market continues to gain confidence.

To: Dave Gore who wrote (10263)	7/30/2002 11:20:49 AM
From: The Vet	Read Replies (1) \| Respond to of 16631

Dave that report is from a 50% JV HGMCY have with Armgold for a particular mine. It will contribute about 20% of HGMCY's total gold production. This was from a deal put together only at the start of this year, where the JV took over an unprofitable mine from Anglo American and turned it around into a very profitable operation. The JV doesn't report as an individual company so there is no EPS.. just earnings, costs and profits which will be passed on to the JV partners. All you can determine so far is that for 20% of their total production HGMCY have increased profits (before tax) by 60%.