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Strategies & Market Trends : STOCKS WITH ATTITUDE TEAM - FA/TA AND EVERYTHING ELSE -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (1003)	12/31/1997 1:32:00 AM
From: Elliot Lepler	Read Replies (3) \| Respond to of 2377

Sergio, I am always looking for ideas, but generally am a longer term holder. My most recent purchases have been INAI, a local company which showed its first quarter in the black this fall. Word around here is that they are on their way. And a I took a flyer (a small position) on CXIM. It has been as high as $8 on takeover rumors. Now at $3, I hear that a takeover is more likely than ever, but I do not place a high level of certainty on that happening, but the stock is cheap. Longer term winners include LUSA, a nice play in insurance marketing for those nearing retirement-but which now is not nearly as undervalued as it was a year ago. And DDDDF which has moved from 8 to 22 this year and is now consolidating in the 18-19 range. I understand their enterprise software is the state of the art. The stock should make $0.90 this year and grow at a 40%+ clip. Now selling at only 14 times next years estimates, this one remains undervalued. My other undervalued relatively conservative play is ROILB, the old Box Energy. This situation was a family feud in the midst of a publicly traded oil drilling company. The outrageous behavior of the Box brothers has allowed the stock price to fall to a ridiculous valuation. JR Simplot has taken over and the stock is a new lows recently, but will move up smartly once some litigation is settled. (If that sounds complicated, it is but nonetheless I am willing to sit on and acccumulate value) AIRM is by far my largest position and I have spent more time on them, talking with management and other players in the stock, and understanding all the in's and out's of their business. I have such a large position because I feel very comfortable that the downside risk longer term is minimal and that a triple from here will be a good return, even if it has taken several years. Now, what does MIMBO stand for? Elliot