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Strategies & Market Trends : Let's Make REAL MONEY (Big, long-term cap. gains) -- Ignore unavailable to you. Want to Upgrade?

To: Don S.Boller who wrote (53)	12/20/1997 5:56:00 AM
From: BenYeung	Read Replies (2) \| Respond to of 135

Great thread idea. I too believe that the big money are made on long term investments. However, a few trades is not bad to kick in little cashflow. Ok, I have two picks. I declare that I have no position in these two stocks therefore I am not marketing them. YURI, Yurie Systems. Went IPO in Feb 1997. Sells ATM, which transfers data, voice and video in a single network, as oppose to only data in an ethernet network. Revenue growth from 1993 - 1996 (in thousands): 194, 1144, 5971, 21611. The most recent QUARTER they made 14100k, and beat estimates (6c) by 3 cents...which is 9c. The previous quarter they made 6c. NWCI, New World Coffee and Bagels. Had their first profitable quarter since IPO recently and expected to be profitable from now on. Merged the coffee and bagel concepts, which others such as Starbucks and Einstein Bagels dont and cannot offer (they both have non-competing agreements). 50% growth in revenue projected for the next several years. Strong management. Using franchise to expand. These two stocks are extremely volatile, but fits well in a long term perspective portfolio. They both have some sort of similarities: big revenue growth, unique product, small float and deals well with competition. In terms of valuations, YURI has a 100+ PE ratio on any given day...it was 200+ before the Oct correction. On the other hand, NWCI is almost selling close to its book value of 1.27 (share is 1.6 or so today) Don, I have another question. As you mentioned the specialists/MMs are the fastballers in this game and you probably have some sort of inside info. I want to ask if you know or think that the exchange manipulate stock prices to their advantage. I personally believe so. I have done research on SEC 1963 report, Richard Ney and some guy named Elias or whatever. On the SEC report, it stated that specialists can "adjust prices unilaterally" and has "an investment account, beside the trading accounts." If I am wrong please correct me. If you have info that you dont want to disclose in public, you can email me as I will keep it confidential. Best regards, Ben Yeung

To: Don S.Boller who wrote (53)	12/21/1997 4:27:00 AM
From: Bill Wexler	Read Replies (1) \| Respond to of 135

My shopping list... Besides the four core positions that I mentioned earlier, there are two stocks that intrigue me a great deal and I will consider buying...particularly if the market continues tanking and the prices become irresistable. 1) COO - a turnaround story which has become a growth story. The company was a manfacturer of contact lenses and vision care products and is now growing through new product development and excellent acquisitions. Management is topnotch. 2) ADSK - makers of Autocad. They hold a virtual monopoly on the design software market. Even though some people are worried that they face market share erosion from competitors like Visio, I don't beleive that this is the case. What's interesting is that they have not faced any pricing pressure whatsoever - the reason being that the exit cost for their customer base (which is enormous) would be too high...very similar to the way a company may be "locked in" to an operating system or database. My general strategy for picking stocks to go long can be summarized in one word - patience. I am a firm believer in the Graham/Buffet theory of buying great businesses at fair prices. I also will never buy a business unless I have direct experience with its products.