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

To: OSCURO who wrote (3752)	4/23/1998 5:30:00 PM
From: Amigo Mike	Read Replies (1) \| Respond to of 29382

Amigo Wrapup ORBT ...... just hangin' around. Very solid fundamentally. News from other day should help the company. Just waiting to vault of this price level. Wide spread at close. hmmmmmm EATS ..... good day. Earning comparisons going forward look to be very positive. Double digits for this one. Love mexican food. AIRM ..... low volume today. Remained fairly stable. AIRM is likely resting here. As long as it holds aroung $4 and new base will be put in and when earnings hit ...... we're goin' vertical. APCO .... still chuggin' along. New Kelley deal is excellent. Plenty of solidly higher earnings comparisons coming. Nice buy on weakness of the last two days. THe AMigos bought some July calls yesterday. THis Amigo will accumulate more on weakness. IMPX .... our turnaround play .... just waiting to heat up. IMPX was mentioned as a high flyer on CNBC yesterday from the last big run in tech stocks. While we don't expect IMPX to rocket .... we believe they have turned the corner and will provide solid gains. ROIX ..... quiet again today. Seems internet mania is sweeping investors and other solid companies with earnings are getting treated like stepchildren. ROIX will come back. ATPX ..... earnings release last night and the stock goes down a point. Shheeeeshhhh ..... what is going on here. Well I think the Amigos will be adding to their personal holdings again. Huge backlog in orders. PURW .... been declining on lower volume. We expect PURW to rebound again around next earnings. DHI .... appears the arbs are still messing around with this. Seems they are still controlling the action. But ..... as this play unwinds ..... DHI will move towards a truer valuation. ANTX .... suffering from lack of investor insight into reverse split situation. However there was some buying activity today and some renewed strength in the stock. I am personally aware of two large investors buying today. I would have bought in also but MMs would not allow me shares between the spread. ESV ... summertime is coming. ESV will do fine. I mentioned buy options for the range trading ESV has been in from 25 - 29. Well ESV hit 29 7/16 today. Perfect sale point on strike 25 calls. If the trading holds true ... ESV will slip a few points over the next couple days. THen hop on those 25 calls again for move through 29. =) SCOC .... our newest Amigo pick lost ground today. However with new company management on board and some recent contracts ..... we feel SCOC will move towards it old highs. DWYR .... plenty happening with DWYR. It's diverse franchise array certainly provides for solid growth in many areas. I expect that DWYR will continue to post solid profits throughout the remainder of the year and produce nice gains for the Amigos. Amigo Mike PS Hope everyone enjoyed the Q&A with the Antex CEO.