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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Cary C who wrote (302)	1/30/1998 2:04:00 AM
From: Cary C	Respond to of 29382

Portfolio update..... ANTX.... I like to refer to ANTX as a drawer stock. Buy it stick it in a drawer and check it in a couple of years. We are still looking for several news releases within the next month or so. In our personal accounts besides long term shares we have trading shares. These have proven to be very successful over the last year. APCO.... Some folks are getting impatient for earnings to come out. I spoke to Todd today at APCO. He said that they are pleased with the earnings and that they will more than likely be released Tuesday or Wednesday of next week. Expect some volitility in the next few days. I wouldn't be surprised if there was a news announcement besides the earnings release in the next couple of days. Be careful if you are thinking of selling after the earnings, you may miss the real move. PCTHW.... Although we anticipated more volume, we are still real comfortable with this company. We are looking for at leastone more news release possibly 2 in the next week or so. Since the warrants don't expire for another three years, we are going to put this in the long term portfolio. We still anticipate a short term move to around the $2 area. SPNC.... Well it was going to happen sooner or later. SPNC is the first stock that all of the amigo's weren't in agreeance on to hold or sell. We compramized on selling until we could evaluate and discuss the 4th quarter report in more detail. We agreed to sell to minimize the loss just in case. We thought that if we wanted to get back in we could at around the price we exited. We will know more this weekend. Amigo Cary