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Gold/Mining/Energy : American Eco (ECGOF, ECX on Toronto exchange) -- Ignore unavailable to you. Want to Upgrade?

To: MARK BARGER who wrote (2121)	3/9/1998 1:30:00 PM
From: Nero	Read Replies (1) \| Respond to of 2841

I'm not big on unsolicited touting, but who can resist a request? I've only two other holdings: SFC: If you like undervalued, low-PE, high growth issues, you'll love Southern Pacific Funding (SFC). PE of 7 -- half the industry average. Five-year average growth rate of 133%. Real interesting chart. Subprime mortgages somewhat risky, somewhat sleezy, but SFC seems to be the class act in the sector. IRIDF: Just the opposite. Pure expectations. Red ink last year. Alot more red ink this year until startup of worldwide cellular 66-satellite network. 49 in orbit now. About to set new highs in the mid-50s -- since there can be no earnings disappointments (hah! take that analysts, all we do is lose money) the sky is the limit. No pun intended. An unusual pick for me -- a value investor -- but has been extremely profitable. Here's my watchlist, with special mention for CPQ, which will handsomely reward someone with nerves of steel: BROD (gamer may pull it together one day), CTAL (drugs & environment), DBCO (????? yeah, I dunno why, but I watch it), GLW (old-line, high tech & underappreciated), IFF (sweet-smelling low beta issue), SESI (oil service) and USDI (IRIDF partner -- very suspect, I can't even get good information on it). I cannot recommend any of these without reservation. I felt ECGOF was my surest play :) While I'm rambling, I gotta say that my biggest disappointment with ECGOF is right here on SI. This thread has been one of the most informative, thoroughly researched, thoughtful and incisive forums I've ever had the pleasure to participate in (not my stuff, I specialize in diversions like Earnings Roulette). So with all this due diligence, many of us were still screwed. It makes the WSJ and dartboard technique look mighty enticing. nero