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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (4195)	5/30/1998 1:09:00 AM
From: Shane M	Read Replies (2) \| Respond to of 78561

WOSI: Very interesting stores - mostly intellectual novelties. They have things like fossils, ant farms, telescopes, chemistry sets, radio kits, Rubic's cubes, stress toys, nature music/posters, etc. The ones I have seen have been located in malls, and although lots of people browse, I've never seen much buying activity. Somehow they've been making some money though. Shane

To: Paul Senior who wrote (4195)	5/30/1998 8:19:00 AM
From: Richard Query	Read Replies (1) \| Respond to of 78561

BTEK Here is an interesting company that could be worth a look. Baltek Corp. is in balsa wood, PVC foam, & shrimp farming, with operations based in Ecuador. It is trading at less then book, about 1/2 of sales, PE of 12.9, less then 7 time cash flow, with reasonable debt. Earnings over the last 5 months have grown at a fantastic rate (see below). They use hedging to offset currency fluctuations, have been expanding the shrimp operations, have no one customer accounting for more then 10% of sales, and equity increased 6.3% in 97. Last 5 quarters earnings Q1 98 .20 vs .09 +122% Q4 97 .31 vs .08 +287% Q3 97 .19 vs .11 +72% Q2 97 .14 vs (.05) n/a Q1 97 .09 vs .04 +125% Some links 10K sec.gov Q1 press release newsalert.com Darth