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

To: Sergio H who wrote (5862)	11/11/2004 1:34:02 PM
From: OldHack	Read Replies (2) \| Respond to of 23958

Have some portfolio recommendations. I own some of all, but have no concern at all if they are deemed unsuitable. 1.ADPR @ $.11? Interesting little new advertising co. Will post a net loss for 2004 but has been profitable the last two qtrs. States it will earn .04 or .05 in 2005. Just gave that forecast today which has caused the stock to drop about 2 cents costing me a small bdl in the process. Still, at its current .11 price it doesn't appear to have much downside, but if it delivers in 05 (particularly with sequential improvement, it could prove a relatively easy double or better. Insiders recently purchased a net $70K worth. Plenty of liquidity. 2. FRO @ $56.90? A stable co. in a hot sector with oil shipping prices going thru the roof. Not a prisoner to cost of oil but rather to worldwide demand which is now and probably will stay up. Up about 1.50 today yielding a P/E of 8.5 and EPS of 6.67. Pays an annual div. of 6.40 or 11.55%. Historically tankers have had as many downs as ups, but considering the short term future for high shipping prices, this should be a nice 9 to 12 mo. or more play. T/A looks O.K. 3. TOPT @ $16.86? Maybe risky due to unknown soundness of mgt. but this new tanker co. has promise to burn. On IBD's top 100 list. Just worked thru a secondary offering of 8 million shares, which even tho dilutive, has had virtually no impact on our share prices. This is probably because the revenue is being used to buy 5 tankers giving the co. a ttl of 21. Virtually all are dbl hulled. Not stated on YAHOO but P/E is about 12. Co. is committed to paying a .21 qtrly div beginning in Jan. T/A seems indifferent. 4. EPL @ $17.69. A smallish oil driller off the Gulf shelf I have talked about here before. Made money when oil was in the $30's so should make some more into the mid-term future. Has .94 EPS giving a P/E of about 19 (a little higher than I would hope for--but probably acceptable). Just completed $60 mil. secondary the proceeds of which are being used to buy specifically targeted shares for the same price thereby being a wash. Stock seemingly not affected. 77% institutional ownership (I would prefer maybe 10% to 50%, but you can't have everything). 5. APL. Because of its recent price increase, this may not be a candidate but as I mentioned in an earlier post seems a getting stronger nat. gas pipeline co. that is committed to paying a decent div. (7% or so). Please don't feel obligated to add any of these because I really offer them just for the fun of it anyhow. Best, OH