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

To: Paul Senior who wrote (18998)3/30/2004 1:56:40 PM
From: Dale Baker  Read Replies (1) | Respond to of 78702
 
The records indicate I didn't mention it here. I heaped praise on AMPH because it has doubled for me and still trades at a low PE, even lower when you back out their cash on hand.

Read their 10-K when it comes out and see how they work primarily in insurance brokering and financial services rather than underwriting, you may find it interesting.

I think it's a $15-20 stock based on last year's results, but JMHO as always. I am holding all my shares from $5 as earnest money.



To: Paul Senior who wrote (18998)4/4/2004 1:23:16 PM
From: Steve168  Read Replies (2) | Respond to of 78702
 
Paul and Dale,

AMPH looks good on the surface, but when I looked at the income statements, it is showing significant revenue decline. Not sure how they made a great quarter with that. This is an industry I have no experience.

PERIOD ENDING 31-Dec-03 30-Sep-03 30-Jun-03 31-Mar-03
Total Revenue 5,227 9,990 7,717 7,515
Cost of Revenue 3,933 8,172 6,382 5,938

Gross Profit 1,294 1,818 1,335 1,577


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