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To: Jay Arkay who wrote (44)	4/9/1998 8:54:00 PM
From: Ally	Respond to of 512

Jay, >>All of these five companies are in mundane, easily-understandable industries, and all are very profitable with outstanding growth records. What they have in common is extreme undervaluation (based on PE ratios and balance sheet considerations) combined with very good continuing growth prospects and good management<< Thanks for the names. The description of the companies appear interesting and I'll have a look at them. Have quite a few names already...hmmm have to do quick "first impressions" to see which ones to start looking into.

To: Jay Arkay who wrote (44)	4/10/1998 10:48:00 PM
From: Kurt A. Altmann	Read Replies (2) \| Respond to of 512

Off topic, addressing Jay: Jay, in reading about your Breakwater << Breakwater Resources (TSE: BWR; this one is on the Mining and.....A major producer of zinc (also lead and silver), they earned 16 cents per share in 1997 and are developing new mines. Last price $2.35 versus 52-week high of $9.50; temporarily hurt.....>>> I did a double-take. I am looking at ISON, and there are some major (at the overview) similarities...check the SI thread!! Thanks for your contributions here! Kurt