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To: Sergio H who wrote (1225)2/2/2003 9:53:48 PM
From: JoeinIowa  Respond to of 23958
 
Sergio,

The list is interesting. I looked at LCAV which is the Laser surgery guys and I guess they were someone else and reorganized after BK. I think many of these stocks might have issues that would need digging into.

On keeping track of the overall performance I was thinking if someone who has recommended a stock and thinks it is either ready to rebound or break out they could post that info and we could buy another $1000 worth. This would either average down or up. On your CLGY I have no doubt you averaged down and a good portfolio would be run that way. What do you think?

Have a good trip to Boston. I was there in May for a conference. What a nutty place that would be to drive. As it was I thought I was going to get motion sickness. They drive in digital there. All or nothing for speed on those taxis.

Joe



To: Sergio H who wrote (1225)2/3/2003 10:33:24 AM
From: JoeinIowa  Read Replies (2) | Respond to of 23958
 
Sergio,

Please add TRIB to the portfolio. Short term they have earnings due for the fourth quarter and a 5 minute AIDs test waiting for approval. This year they will earn around .12 so they trade at a PE of around 15. Next years growth looks very good. Stock has made a good move lately so it may be wise to wait for a pull back. Here is an indepth report that just came out a week ago.

jmdutton.com

Joe