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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (28897)	7/31/2002 3:41:31 PM
From: Sergio H	Read Replies (3) \| Respond to of 29382

If you haven't been to Bradley in a while, I'm sure you noticed how much it's changed. Hope you're enjoying your sister's visit Ditch. Just got back from a family visit in Maryland. Had a great time at the Smithsonian, saw Los Lobos in concert and enjoyed good times with family. IBB has been on a tear, holding up well even while the market is experiencing profit taking. BizWeek article discusses posibility that we'll have a new FDA head before the end of the year. Could be very bullish development for biotechs. Amgen's report was dynamite! My stocks in general are doing well this week. FDP blew away earnings estimates. No surprise. Analysts have upped expectations. Target of $30 set by Ken W. is quite reasonable. EXAC exceeded estimates on revenues and margin and is selling at a discount to its growth rate with a rosy near future. Two new analyst reports available at hawkassociates.com adequately explain why the stock is attractive. CARS report exceeded expectations. Handsome dividend makes the stock a good play in this market. CARS is really a unique one of a kind play. Today's press release covers the highlights: biz.yahoo.com Haven't had a look at DWYR's report yet. Micro caps have been ignored during the recent rally and could be big winners if the market (I doubt it) has legs. If not, I can wait till January when the small caps attract attention. Joe Tuvalu's CRV has enjoyed a quiet run-up over the past week, despite no volume so far today. SCRI sold off after their earnings report when they announced anticipated earnings slowdown from Mexico sales, but the stock is making a strong comeback. I really like SCR.A as a value play. News could be sooner rather than later. CLGY is still a large holding of mine. They should have some news soon. I took a small position in UNTD. Fundies aren't attractive except for the large cash position and zero debt. That's all for now. Sergio