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To: John F. Poteraske who wrote (716)3/18/1998 9:20:00 AM
From: Sam Ferguson  Read Replies (1) | Respond to of 897
 
Thanks for info John but I sold at 3/8 took my loss. My last warrnts I told you about BGN-ws I sold too quick but managed to double on some and averaged .75 on all the rest so I do believe in warrants.

But I loaded up on AIDAW and if they don't extend I've lost it all.
Really got fooled on this one. Auto superstores in NY and wholesaler of parts so thought would add new stores prudently and kep value of stock up. Now I wonder if the mafia is behind this one too.

Do you know anything about ATEC ws? are they traded? I hold a few shares of parent company which appears to growing at a good clip. Figure could be opportunity here.

Still holding 500 USHG tho have doubled now. I decided to start holding my winners because many (too many to count have gone from under 5 to over 30. Bought PPD when first at I think 3.25. Went to 5 fast so sold. Now its 37. Sold 2,000 USHG breaking even when could have held like did the other 500 and be doubled on 2500 instead of 500. Guess I was a car trader too long as I wanted to turn fast. Have learned the hard way on stocks, it isn't the same set of trading rules.



To: John F. Poteraske who wrote (716)3/18/1998 4:56:00 PM
From: John Doherty  Respond to of 897
 
I saw the RVEE numbers. They came out about as expected. I think for the full year they should do around 21 or 22 cents if things go well. This stock will take a lot of patience, but I believe it will perform well in the long haul. I am long at $1.76 and I am not worried at all.
The company has a very strong balance sheet and the buyback will ultimately absorb the sellers.



To: John F. Poteraske who wrote (716)7/22/1998 11:37:00 AM
From: Alowishus Hornblower  Read Replies (2) | Respond to of 897
 
I stumbled on RVEE by accident, and need more insight on the corporation. Currently, I own Republic and Circuit City - parent of CarMax. Both these companies are getting killed on the earnings side, which makes me uneasy about the prospects of success for dealership chain consolidations.

RVEE on the other hand, is not leveraged - close to $17 million net worth; almost $8 million cash; no debt; and probably the ability to raise additional capital on company real estate. The company has never utilitized its leverage, why?

I think the real question plays on consolidation. Fleetwood's venture into dealership ownership on the manufacturered housing side of their business as well as Brunswick's backing of MarineMax points to a dramatic change in the marketplace, can RVEE be a player? Or will they be "gobbled up" by an even larger consolidator?

Where is this stock going?

--the old dog