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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 (2181)2/4/1998 11:54:00 PM
From: R. Ramesh  Respond to of 2377
 

Ramesh, I just wanted to give you the right response. What difference does the stocks FA make if
you're trading it based on a technical breakout? Answer is obviously ....none.


Thanks again Sergio.

At least, I am not thinking that I am trading on technical breakout (while it may be happen as a coincidence). I am betting more on what this patents could mean to the value of the company and so a question on FA.

The reason I asked Doug for targets and signals is because I do not know how measure how far this will go before people really starts worrying about the same questions I have. You know S3 has come down from about 18-19 range and one has to factor that into the risk associated with any ride up. (BTW, I had already bought by the time I asked Doug about signals and targets.)

Ramesh



To: Sergio H who wrote (2181)2/5/1998 6:37:00 AM
From: Mark  Read Replies (1) | Respond to of 2377
 
Sergio - I'm just beginning to get into this thread, and thank you guys
for all the hard work you-re putting in. There seems to be a reasonably
high signal to noise ratio here - hopefully it'll stay that way.

I think we've discussed Seeq previously - and it's good to see the
breakout yesterday - hopefully a lot more to come.

What I wanted to ask you about though was another stock - SFY.

I can see you get asked tons of questions about various stocks, but I
genuinely think this is worth a quick look over...... (This should
help save some time -

iqc.com

The fundamentals seem great, and the price seems way too beaten up. I'd
love a second opinion.

(p.s. People have mentioned APSG to you previously - this is another
possible breakout candidate, though not quite as strong as SFY on FA).

Thanks

Mark



To: Sergio H who wrote (2181)2/11/1998 2:23:00 PM
From: James Strauss  Read Replies (1) | Respond to of 2377
 
RECY Conference Call...

All:

RECY is getting more and more respect...

The Conference Call covered the usual financial info... Here are some highlights...

* Revenues up 191%
* Gross Profit % up 30.3%
* Operating Income % up nearly 1000%
* EBIDA up 103%
* Stockholders Equity up 289%
* Current Ratio 4.6 to 1

There was a real difference in who participated in this Conference Call... It was a
Who's Who of brokerage firms:

Alex Brown
DLJ
Morgan Stanley/Dean Witter
Deutche Bank
UBS
Oppenheimer
and many others...

UBS specifically congratulated RECY management on the successful
execution of its Business Plan...

Yours truly got confirmation that the second and third Qtrs will be more reflective of
bottom line Earnings growth...

RECY Mgmt is determined not to dilute shares in order to carry out its Acquisition
Plan... It intends to use a mix of about 70 to 80% debt vs 20 to 30% equity to finance
the deals... RECY Mgmt wants to see the stock price much higher before any serious
use of equity in the Acquisition deals...

Flash... I'm trying to confirm that RECY will release its second Qtr numbers in April...
That's right, April... If this is so, they must be pretty confident about the numbers they
are seeing since January 1st... : >

I feel more strongly than ever that "RECY For The Long Term" is making us wealthier
over time....

Jim