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

To: Cary C who wrote (3671)	4/23/1998 4:40:00 AM
From: Cary C	Respond to of 29382

Portfolio overview...... A lot of our picks have been receiving positive news lately. Others it has been faster watching grass grow. We remain very confident and look forward to most if not all doing really well in the future. For now anyway it looks like we exited PWAV at the right time for a very nice profit the other day. A quick glance of the portfolio shows, AIRM slipped a little today but we think this one is getting ready to go. possibly even tomorrow. The red chip announcement was only one of a couple. ANTX is struggling with the reverse split psychology right now. It came back a little today at the close. I personally added some more at 3/4. APCO is proving to be one of those every once in awhile stocks. Story in IBD New America today should help. Like APCO needs any. :>) ATPX had news LATE again. Possible reason that they released it so late was so it was out before a presentation tomorrow. Just one of a couple announcements that are in the works. DHI was real strong this morning and tuckered out at the end of the day. Had hoped it would have remained strong but still very confident. The credit facility increase was a very positive statement from the banks. With today's closing price they are currently trading at a PE of 18.85. This is very low for a company with over 1 BILLION in contracted backlog. DWYR is new addition mentioned above EATS is executing the business plan very nicely. Stock still traded twice it's normal volume. Last 4 quarter numbers of .42 give this company that is anticipated to grow at least 20% the next two years a PE of 16.6. Way to low if you ask me. ESV traded over two times it's normal volume today. The upgrade from Goldman Sachs to BUY I'm sure helped IMPX is the most speculative one we own. We think they have turned the corner. Some patience my be required on this one, even by the amigo's. Looking for a positive earnings report to come out soon. ORBT I had hoped that the new lending agreement would have attracted more attention to this stock than it did. We are confident that the company will do well and presents a good long term opportunity. PURW still has the volume and we like the company and apparent demand for the companies products. ROIX is surprising me to say the least. Nice earnings expected, good announcement, buy coverage initiated. This amigo is just shaking his head. This stock should be at $10+ right now before earnings The portfolio can be found at our website, members.esslink.com Cary