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


To: LTK007 who wrote (2906)4/9/1998 3:53:00 PM
From: Magnatizer  Read Replies (1) | Respond to of 29382
 
Sergio

great call on PWAV. Again.

david



To: LTK007 who wrote (2906)4/10/1998 4:33:00 PM
From: Sergio H  Read Replies (2) | Respond to of 29382
 
Max, PWAV should continue moving up at least into the 20s. Their
earnings report beat estimates by a penny while the co. managed to replace their former Korean business with European contracts. Hats off to management. I expect Alex Brown and at least one other analyst to upgrade the stock in the near future, reversing the downgrades late last year and earlier this year. The Amigos have not added PWAV to our portfolio yet. Cary has been busy and has not had an opportunity to look the stock over.

Our quiet stocks should start making some noise before the end of the month. A few words about the quiet stocks:

AIRM insiders have been buying, no better signal. There is a new IR firm in place that has begun to court institutional investors. The stock is way undersold and has crossed over it's 15 day moving average. Right now, this is my number one investment. Amigos, take a good look at this stock. The AIRM thread is an excellent source of information, by the way.

EATS is due to report earnings. They had filed for an extension due to the accounting complexities caused by their recent acquisitions. We love their balance sheet and think that the stock will continue moving up in anticipation of the earnings and after earnings are released.

ORBT is about to announce a new contract as reported by Amigo Ken.

ATPX reported a new contract this morning. Hopefully, the press release will be released again on Mon. morning. In any event, I am expecting at least two more news releases before the end of the month.

Sergio