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To: Sergio H who wrote (1810)4/29/2003 5:19:16 PM
From: JoeinIowa  Respond to of 23958
 
Sergio,

I've looked at the special situation at CLTK as discussed here.

marketwatch.com

Not sure I really consider that value investing but if it works so much the better.

The current market is really set up for stocks like IPSU. If you look at some of the large percentage gainers its stocks that came in with exceptional earnings. Now I do not know what their earnings are going to be but my guess is they will be pretty good. Compared to last year they will probably be great. Could cause quite the buying spree with a small float. Should be interesting. Every day a little closer to double digits.

Joe

I'll look at GEG tonight.



To: Sergio H who wrote (1810)4/29/2003 11:00:15 PM
From: JoeinIowa  Read Replies (1) | Respond to of 23958
 
Sergio,

Portfolio updated. Looking good with the last trades. I must have missed when you took EPL out? It did go recently?

Joe



To: Sergio H who wrote (1810)4/30/2003 12:11:32 PM
From: Ditchdigger  Read Replies (1) | Respond to of 23958
 
Love/Hate, in for a bit of DROOY here..risky, sitting on a double bottom..Hi hi ho, back to work I go <g>