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

To: Cary C who wrote (4554)	2/13/2004 11:27:32 AM
From: Ken W	Read Replies (2) \| Respond to of 23958

Cary "picking the entry could be tricky" stockcharts.com[m,a]waolyyay[pb50!b200][vc60][iUb14!La12,26,9]&pref=G The imaculate speaks!! Interestingly the weekly 50 and the daily 200 almost match up exactly along with a horizontal channel line...all in the 14.50/15.00ish spot. That's where one would expect buyers to come in and shorts to begin to cover. The gap down always brings in the sharks (shorts) smelling blood in the water. <GGGGGGGGG> Ken

To: Cary C who wrote (4554)	2/13/2004 2:00:50 PM
From: - with a K	Read Replies (1) \| Respond to of 23958

Cross posting my thoughts on BEL from Yahoo thread, incorporating yours. :>) Excessive Selling by: steadyinvester Long-Term Sentiment: Strong Buy 02/13/04 01:54 pm Msg: 2367 of 2367 I think the con call and report were both impressive and this selling is excessive, meaning a good buying opportunity. BEL is a strong growth story for the next 5 years. The CEO mentioned in the CC that the search for his replacement has been long and somewhat frustrating, but with all the growth they were able to attract many candidates. They have found someone and made an offer but are waiting to clear some things before they announce. There was plenty of impressive growth mentioned in the CC, both historically and potentially in the future. Just to review: - The strong Canadian currency had "an impact of 10 cents a share but is now viewed as being stable." - "Our core soil treatment business continues to experience rapid growth which is reflected in both the quarter and the full year financial results being much higher than the corresponding period in the prior year despite the 20% increase in the value of the Canadian dollar." - Canadian govt. is spending $3.5 bil over 10 years to clean sites! $500 mil is reserved to clean up the Sydney Tar Ponds. BEL is well positioned to win their share of this business. - Remember the analyst report from post 2246: "We expect BEV could receive a portion of this yet to be awarded remediation project given BEV's prior Canadian government contracts (Seglak Labrador and Resolution Island)." - Their service offering, volumes and abilities are about the best in the business. They have diversified nicely and are well positioned to win future business. - BEL is looking to open two offices in the U.S. and made a request for qualified sales people and strategic partners in the CC. That plus the former gov. of Michigan added to the board is a sign to me of future expansion and more growth in the US. Remember, Bennett said, "We're looking at new technology opportunities, especially in the US. Don't want to say more. We have quite a war chest..." - Yearly revenue up 45%, profits up 54%, and earnings up 76% Those are indeed impressive. This growth will continue! - Lastly, you have the $19mil from the Saglek Labrador project, a nice steady stream of income for work already done. This all adds up to a buying opportunity, IMO.