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

To: LTK007 who wrote (4246)	5/3/1998 10:43:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Max, thanks for updating us on DHI and for concidering adding another Amigo stock to your porfolio. I'll give you my opinion on the four stocks that you mentioned. The Amigos like all of the stocks but we also have our individual opinios. IMPX - This is a turnaround story. The Co. lost it's largest customers and has changed direction and replaced the lost business....or have they? Everyone believes that a turnaround is in progress, but questions how long it will take for the Co. to demonstrate the progress it has made. This stock may be a two year play, and then again, it may surprise and please when earnings are released during this month. EATS - closed Fri. at a new high. We have seen this stock slowly and quietly rise in our portfolio. Earnings released last week were good and we're expecting news on an acquisition. The Co. has been very succesful at buying franchises for reasonable prices and the acquisitions have been accretive to earnings. The restaurant sector remains "hot." STVI - The Kennedy Airport contract is the largest in the Co.'s history. Details pertaining to this contract are to be revealed shortly. There are other contracts in the works also as the current administration has decided to put out a lot of $$$$$$$$$ for infrastucture. Looking over STVI's balance sheet is a pleasure. The float is tiny. When news is released, we're going to see a major move. AIRM - We've been alerting everyone about the upcoming news release from AIRM as well as telling everyone that this stock is undervalued. This week will be a good week for AIRM. That's my take on those four stocks. Thanks for joining us Max. Sergio

To: LTK007 who wrote (4246)	5/4/1998 11:10:00 AM
From: Cary C	Read Replies (1) \| Respond to of 29382

>>I am now pondering IMPX,EATS and STVI,but can only buy one,for a summertime hold.Which one--hmm?max90 Also AIRM.<< If holding through the summer, IMPX has a chance to be the biggest gainer. It also has a chance to be the biggest loser. We are betting that the company has turned the corner and was able to replace their lost business with new business. It still remains to be seen STVI has a lot of potential also and is much steadier. The small float can work for you or against you. EATS has real good management and is on the acquisition trail. AIRM looks like the accidents have been put behind them. They also have news and earnings coming out soon. STVI, EATS and AIRM al show increasing growth and reduction of debt. I personally like AIRM for best potential gain. However I personally own the other two also. Cary