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


To: Steve168 who wrote (15821)11/18/2002 3:28:59 AM
From: Dale Baker  Read Replies (2) | Respond to of 78673
 
ALVR - good outfit, but they are still bleeding cash with no end in sight. When a stock stays in a trading range for so many months (1.60-2.60) since February, I don't see any point buying until the stock is breaking up out of the range on good news and good volume.

That said, I bought some CAMP around 4 in expectation it can move up off its base soon. CAMP is a profitable outfit with future profits in their estimate too.

MTLK - with news like this I would run like hell and not look back. They appear doomed to collapse eventually. "For the nine months ended 9/30/02, revenues fell 54% to $5.6 million. Net loss rose 62% to $11.4 million. Results reflect challenging general telecom market conditions, lower gross margins due to reduced revenues and increased non-cash compensation costs."

Focus on undervalued stocks with growth and profits and your odds will improve.



To: Steve168 who wrote (15821)11/19/2002 10:19:42 PM
From: Paul Senior  Read Replies (1) | Respond to of 78673
 
Steve168, I have a small position in ALVR as well. It's among a package of stocks-below-cash that I've got. I don't know MTLK.

My opinion is if people are interested in a below-cash play, and if they aren't intimately involved with the particular company, they ought to be diversifying among several such companies (unless they like playing betting it all-or-nothing).