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

To: Sergio H who wrote (833)	2/18/1998 10:18:00 PM
From: lostmymoney	Respond to of 29382

sergio, I received an e-mail back from Northrop. Gus (HR) is handing my request over to the head of Contracts and is supposed to reply. Contract Department should also know if Lockheed has anything with PCTH. Mike

To: Sergio H who wrote (833)	2/18/1998 10:24:00 PM
From: Instock	Respond to of 29382

Sergio: Feel like giving a lesson in Call Options? Ill tell you what I see for the underlining stock and maybe you can explain some stuff about options using TWA as an example. If you do not have time for this, as I know it can be very time consuming explaining these things, no problem at all! Anyway, TWA $20 within 3 months to 6 months, $26 ( apx. double current price ) within 6 to 9 months. Would it be better to get a option on, say $36 ( knowing it will probably not reach it )but knowing the discount would be great and if the stock does get to $26, $36 might look very good to people at that time. Follow what I am say? Not sure I am!! < G > Thanks Scott

To: Sergio H who wrote (833)	2/19/1998 9:44:00 AM
From: Cary C	Respond to of 29382

Sergio here is the APCO update for the portfolio that I have been trying to get to you for the last five days. With my continued email problems I figured I would just post it here. As always you have editorial privileges Cary This company has rock solid fundamentals. For the last four quarters APCO has increased revenues 40%, 34% 45% and 39% from the previous year. In a phone conversation Mr. Dorfman, he expects APCO to continue increasing revenues at least 30% for the foreseeable future. In addition to the increasing revenues, they are very comfortable with being able to continue to control the costs which would divert more of the newly genearted revenue to the bottom line. The company has no debt and over $22 million in cash. Yes that's right, 22 million in cash. Two insiders own 10% of the stock respectively. They recently gave a presentation at the microcap conference which was awarded to the top 50 companies out of approximately 450 companies. The recent deal with SAH creates a couple of opportunities. Obviously increased revenues from warranty contracts but the other one I like is the the possibility of new analyst coverage due to the exposure and coverage SAH has received. Kenny Securities just initiated their strongest buy reccmendation on APCO. After last quarters numbers, Morgan Keegan upgraded them from a buy to a strong buy! Hopefully more will follow. You can access the research report at www.kennysecurities.com. If APCO can continue growing, APCO sells and administers extended vehicle service contracts and extended vehicle warranty programs sold primarily by new and used automobile dealers and distributors. APCO also provides third party administration and insurance brokerage services. They currently are in final stages of negotiations with two major financial institutions to use APCO's fee based services. If this comes to past it should tremendously help with revenues. APCO, established in 1984, and its subsidiary, The Aegis Group, Inc., are leading marketers and administrators of products and services to automobile and recreational vehicle dealers which are designed to enhance customer satisfaction and dealership profitability. The Company's core business is the marketing and administration of the EasyCare(R) Certified Pre-Owned Vehicle Program, Vehicle Service Contracts and Recreational Vehicle Service Contracts. They are planning on launching an EasyCare Standard program early spring. This will allow APCO to compete with a lower scale lower price program. We look for this new program to contribute to sales starting in the second quarter. Morgan Keegan and Kenny Securities have price targets for 1998 of .42. These numbers were not adjusted for new SAH acquisitions or the EasyCare Standard program. We believe these numbers are conservative. We feel they can earn .48 to .50 and are looking for a price between $12 and $15

To: Sergio H who wrote (833)	2/19/1998 3:45:00 PM
From: ilh1	Respond to of 29382

Regarding HNLY: Investments 101 (PR firm) plans an aggressive information campaign aimed at the investment community to educate the true market value of HNLY. In addition, management at Henley, led by CEO & President Martin Swarzman, is committed to enhancing shareholder value. ''Our shareholders are highly valued, and their company is way undervalued in the eyes of Wall Street...this is going to change'' adds Swarzman. Book value for HNLY shares is presently around $2.50 a share and there are 1.9 million shares in the public float. The stock is currently trading at just .40 on the bulletin board. (In dec 97) For more information, contact Jeff Brommer of Investments 101, Ltd., 800-749-0114. SOURCE: Investments 101, Ltd. -Prosperous Soul-

To: Sergio H who wrote (833)	2/20/1998 12:16:00 AM
From: freelyhovering	Read Replies (1) \| Respond to of 29382

Sergio--I hope you got to the other net often today.<gg>. Thanks for the alert to Mark Schultz's post. I must have been on the right wave length today as I bought more AINN and also got into SRSL at 8 1/2. I sold VII for a nice profit and hope to get back in later if it will wait for me. I am still holding TAVA(nee TPRO) and RNTK. Nice that the NASDAQ was up in spite of the DOW today. Good trading tomorrow, buddy. Myron