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

To: Roger Thrash who wrote (4444)	7/21/1998 7:45:00 PM
From: James Clarke	Respond to of 78680

Obscene value? I'll agree its obscene. Have you followed this thread? Have you ever seen anybody post hype without telling us what the stock is? You've got me interested in this penny stock which you bought at 35 cents and doubled...yeah right. Come back when you're ready to talk like an investor.

To: Roger Thrash who wrote (4444)	7/21/1998 11:26:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78680

I'd like to pull that last message I posted, but I can't. My apologies to Roger Thrash, who had more courtesy than I did in responding to me privately rather than giving me what I deserved in public. I misunderstood his message, and now that I read it again, he is simply holding back until he has filled his position in an illiquid stock. I know the feeling. I sincerely hope he gives us the full analysis when he has his own position filled. The reason I went off the handle is that I don't want to see this special place degenerate into the kind of hype we see on the vast majority of other threads. But that was undeserved in this case. Please accept my apology. On a more positive note, USEC...I ordinarily treat IPOs like the plague, because the seller knows more about the business than I do, but there is an IPO coming tomorrow (Wednesday) which in my opinion is a fat pitch right over the plate. The seller is the U.S. government, so my bias against IPOs is reversed in this case. The government is privatizing its uranium enrichment operations. The prospectus is complicated and cumbersome, but the disclosure is excellent. If you read it three times and see what I see, you will find a dollar bill selling for fifty cents. Oh, and it pays a 7-8% dividend (not sure what the price of the IPO is going to be, but it is not "hot", so I think you may have plenty of time to do your homework and still get a good price.) All I can say is watch this one tomorrow (its one of the largest IPOs ever, so it will be quite visible), and you may be able to get the prospectus on EDGAR under the ticker USU (the company is called USEC). Hint: pay special attention to the footnotes to the balance sheet. You will hear more about this from me in the next few weeks. I have not seen an asset play like this since St. Joe before it started to move. Jim Jim

To: Roger Thrash who wrote (4444)	7/22/1998 5:21:00 AM
From: Kathleen capps	Respond to of 78680

Roger, What do you mean by NCA? Thanks. Kathleen

To: Roger Thrash who wrote (4444)	7/27/1998 10:21:00 PM
From: Jim Langdon	Respond to of 78680

Take a look at KYZN a great little specialty company ready to take off! Several recent press releases has put this company in the spotlight! CEO Kyle Doyle notes that these announcements are only the FIRST OF A SERIES of product line additions that KYZN plans to make! Also followed by Red Chip Review and George Southerlands "Special Investment Situation" newsletter!!!! Recently turned bullish technically. No long term debt and almost a 3:1 current ratio. GOOD LUCK JIM