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

To: Jim Battaglia who wrote (4837)	5/16/1998 11:25:00 PM
From: Phil Jacobson	Read Replies (3) \| Respond to of 29382

Jim, Pull down a 1 year chart on APCO. Then consider that with the recent deals that were signed, especially with BancOne, revenue and earnings are going to continue to accelerate. The chart puts the recent dip into perspective quite well. The trend is your friend on this one because nothing has happened fundamentally to cause the trend to turn down. In addition APCO has no cost of goods sold risk. They make money on every contract because they know what their costs are going to be up front and price their products accordingly. The warranties are all insured so there's no problem if more cars come back for repair than they expected. The more they sell the more they make. Even if the market goes sour APCO is as good investment for a 12-24 month hold as anything out there IMO. Good luck, Phil