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

To: freelyhovering who wrote (1370)	3/3/1998 7:49:00 PM
From: Sergio H	Read Replies (3) \| Respond to of 29382

PORTFOLIO UPDATE angelfire.com Amigo Sergio entered two of the stocks included in the Amigo portfolio in the Z stock contest.... doing pretty well. Amiga Sandra is among the leaders. Check it out at : users.abilene.com APCO had a new closing high today with huge volume. Cary's earlier post is worth reading again. Message 3585860 PURW remains in our portfolio because we are very bullish on this stock. Cary had another excellent post today that is worth revisiting. The Amigos have no doubt that PURW is going higher Message 3584595 Cary and all Amigos, PURW is rumored by The Napeague Letter to be interested in increasing ownership in ALET. Check it out at napeague.com NRL reported after the bell tonight, in line with analyst's expectations. biz.yahoo.com SRSL's move today is confirmation that Wall Street likes the stock. The Amigos are expecting double digits soon. DHI coverage initiated by Alex Brown with a "BUY" rating. biz.yahoo.com CHSE announced structural changes today. biz.yahoo.com ANTX field trip report by analyst Jay Albella (part 1)- from the ANTX SI thread: "Third quarter 1998 will be a pivotal period for both ANTX as a company and ANTX as a stock, particularly for investors with a 12-month investment horizon or less. Fundamentally, the advent of positive results from the Campylobacter Phase II and the H. pylori phase I trials, a potential collaboration with a leader in animal vaccine technology, and listing on a mainstream stock exchange, would be an incredible boon to ANTX' permanent valuation. Setbacks in any of these areas are mitigated by the fact that the trials have not been self-funded to date. The AST and NST platform is broad enough that resources could be allocated to other, more promising products rapidly, including therapeutics. Regarding ANTX as a stock, the impending volatility of the fundamentals relegates three-month valuation exercises to a technician's game. Given this uncertainty, we understand and appreciate ANTX' tight-lipped approach to Wall Street. In our opinion, ANTX is waiting to have its "ducks in a row" before telling what, in the best case scenario, will be as compelling a story as any the industry has seen in years. For investors who can afford to speculate and have at least a 12-month investment horizon, ANTX is an unusually attractive biotech risk/reward play."