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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Jibacoa who wrote (3772)	11/21/2003 9:43:29 AM
From: Sergio H	Read Replies (3) \| Respond to of 23958

Good Morning Bernard. TORM looks good and I would like to add it to the folio. Any objection if we wait for the gap to fill (10-20 5.29 to 5.35)? There has been selling by Megamin Ventures, the largest shareholder and TORM missed earnings estimates on their last report, but there's explosive growth coming up. The forward PE based on next year's estimates is only 8. The uptrend on the long term chart is intact. Short term it needs to climb to exactly where the gap is, IMO. A few notes on CMKG. Yes, the current technical picture looks negative. The fundamental picture is very attractive. CMKG sells at a quarter of sales, just a tinge over book and a fraction of growth. Most importantly, the co. is free cash flow positive. There's a possibility that CMKG will be available at a cheaper price. That event would offer even more value. Value means sitting until the market is looking and comes calling.