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

To: Ken W who wrote (4147)	4/30/1998 8:49:00 PM
From: Amigo Mike	Respond to of 29382

Amigos y Amigas, Here is an excellent post by Elliot Lepler..... a very solid source of information regarding AIRM. This should help many understand what AIRM is doing and where they may be going. The Amigos have been accumulating shares of AIRM on this dip and we certainly expect the fireworks to begin soon. >>>>>> Guys, you need to understand the business that Air Methods has to see where it is going. Air Methods has a large d/e ratio because they buy helicopters and take out mortgage loans on them. They pay off the loans and depreciate the machines. But the value of the helicopters does not go down much with time (does the price of your house go down?) so they develop equity which does not show on the balance sheet. If the company were to lose a contract (and they never have-they just chose not to renew an unprofitable Stanford contract) they would just redeploy (or sell) the helicopter. They are not tied down to the debt. I used to think that the manufacturing was the only way for this company to dramatically grow. But their acquisition of Mercy has spectacularly increased margins. So they will earn very significant money in the air transport business. And they are on the verge of announcing a big expansion of the Mercy service. So more growth can be expected. The US Armed Forces are about to certify the Sikorsky/Air Methods medical interior. For several years that has been scheduled for this spring. Then the orders will very likely roll in. So finally the manufacturing business will add a major plus to the bottom line. When you analyze this company's prospects, given that current estimates for 1998 earnings are about 45 cents, you find a compelling case for a much higher stock price. So if you are thinking of buying, do it now. In a few weeks q1 earnings will be announced. As the market begins to realize the potential for Air Methods, the stock will rise by a large multiple. Double digits are a reasonable expectation. I have been singing this tune for a while now. The choir is just beginning to join it. Tune up your voice while you can. Elliot <<<<<< Amigo Mike

To: Ken W who wrote (4147)	4/30/1998 9:17:00 PM
From: Amigo Mike	Read Replies (1) \| Respond to of 29382

Tonight's Amigo Roundup STVI .... decent trading today. Remember there are only 300K shares available in the float. We are awaiting details on the recent contract announcement. Low PE at 15+. DWYR .... we are somewhat perplexed by the lackluster performance from DWYR with the recent exciting news. Well ..... just gives the Amigos more opportunity to scoop up more shares. ORBT .... seems the market is ignoring ORBT shares also. Will be rectified soon. EATS .... continues to move higher here. Good stock activity. This is what we expect from STVI DWYR and ORBT short term. Stay tuned. APCO .... still very solid fundamentally. Conference call was VERY good. Banc One deal was larger than the Amigos expected. More news to follow =). IMPX .... new releases the last two days. Opening of Western US sales office bodes well as the company continues its turnaround plan. New today .... signed with company that provides more information to shareholders. A good sign that IMPX wants its shareholders and potential shareholders to have quick access to the company's financial information and at the same time reduce costs. ROIX .... great earnings report today. Revenues up 21% ..... earnigns up 49% (resulting from 20% more outstanding shares this year, a convertible note) and a 130 basis point increase in margin and same store sales growth . Gotta love it. Appears the market loved it for a short while today. Solid long term play ... well undervalued. It is about time for ROIX to make another run for double digits. ATPX .... news today on award from Lockheed Martin. Again .... not what the Amigos are looking for. It may be time for the Amigos to get real serious with ATPX mgmt. This stock should be in the mid 20s by now !!!!! PURW .... what can we say except KKKKKAAAAAAAAAAVVVVVVAAAAAAA !!!!!! DHI .... big volume today. The arbs still have their teeth in this one. Tug o war right now. Once the dust settles .... DHI will have its day and a run to $30. Downgraded today ..... but what do they know =). ANTX .... Another quiet day. ESV .... downtick today. May signal a move back into the 26s. At that point ...... get your calls on a reversal !!!! Easy money. Amigo Mike