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


To: freelyhovering who wrote (737)2/16/1998 10:31:00 PM
From: Sergio H  Respond to of 29382
 
Myron, I know you were being playful and I love you for it. I won't have a chance tonight to look at your three stocks. Maybe one of the other Amigos, Jim, Ken or Mike H. will take a look. Otherwise, I'll catch up tomorrow. Nite Amigos.

Cary and Mike, when you guys get an opportunity, let me know if you agree on adding NRL to the portfolio and about PCTH.

Sergio



To: freelyhovering who wrote (737)2/16/1998 10:33:00 PM
From: Ken W  Respond to of 29382
 
Myron,

Whew, I was hoping that you would reduce the list. Short look at TELV: Trying to turnaround. Reduced the sales force by six. 21 down to 15. Dumped the computer sales branch and have focused on monitors only. Sales are down cost of sales are up, carry forwards for tax purposes are near 90 million. If they ever do make money they certainly will not have to pay taxes. hehe..

The co. is heavily involved in Korea, lost a good deal on the won fall out. Most of their work is done overseas also. Just released a new 3d card but off of the old chipset. Cutting edge is produced by another co. Also there is rumor of a 4 for 1 reverse.

Ken W



To: freelyhovering who wrote (737)2/16/1998 10:34:00 PM
From: KZAP  Read Replies (1) | Respond to of 29382
 
Can I interest anyone in MILK?

How about FAST?

They are symbols for 2 stocks that could be good to consider
purchasing. IMHO

MILK is Broughton Foods Co. From what I here, the new manager
is a tuff guy. He trims the waste. I don't have all the info,
but have heard his last company he turned around to make it
profitable. Not that Broughton is not profitable now.

Fast- Fastenal Rapid expansion going on now. Will make a nice
profit this Qtr. A Strong Buy according to Dain Rauscher and
others.

What do you think?

KZAP



To: freelyhovering who wrote (737)2/16/1998 11:06:00 PM
From: Ken W  Read Replies (1) | Respond to of 29382
 
Myron,

WAST: Now you have my attention! I've watched WAST for the last year and as one might suspect I stopped watching. .25 .21 .25 for a long time. Then bang off it goes.

The reasons.....16 million in debt dumped and the promise of 150 million infusion for expansion.

The how...The 16 million is thru bankrupting and dumping the subsids that are dragging the co. down.....150 million infusion is through a deal with debt holders for restricted shares totaling 100 million shares. Not real crazy about that part, but being restricted I would like to know the particulars on the conversion dates etc. Also, they are issuing warrants with exercise at 1.50 .

Short interest is minimal so no help there. The recent price jump was off of the debt and finance news with the promise of more news to come per the CEO. This looks good to me on a pull back (hopefully) between news releases.

Seems like a lot of these little stocks are popping as they get off their duff after being threatened with NASD de listing. NURS, ATEC, JAVC come to mind.

Ken W