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Non-Tech : DWLima: Investing for Personal Wealth -- Ignore unavailable to you. Want to Upgrade?


To: dwlima who wrote (118)1/11/1999 12:12:00 PM
From: Rollcast...  Respond to of 245
 
DWLima, AJX and TFFI? I own both as defensive plays.

AJX on book value ($8.25), eps ($1), and sector.

TFFI on clients ( include Revlon, Colgate Palmolive, Coca Cola, and Netrogena), good revenue base, and new mngmt (includes President of HAIN and senior banker from DLJ).

short summary of my DD at...

Subject 24741

Appreciate your thoughts.

thx in advance




To: dwlima who wrote (118)1/11/1999 12:36:00 PM
From: Gordon Gekko  Read Replies (1) | Respond to of 245
 
What was the timeline between when you initially picked SKYM, BAMM and NAVR to when they flew?

GG



To: dwlima who wrote (118)1/11/1999 10:19:00 PM
From: scouser  Respond to of 245
 
David do you know how this list is chosen? I can't believe mazda parts are # 52 by hits.

some important dates for DMRK coming up.
1998 Fourth Quarter and Full Year Earnings Announcement Monday, January 18, 1999 through Friday, January 22, 1999

1998 Annual Report on Form 10-K and 1999 Proxy Filed with SEC Monday, March 08, 1999 through Friday, March 12, 1999

1999 Annual Shareholders' Meeting Wednesday, April 21, 1999
Regards
JOhn



To: dwlima who wrote (118)1/11/1999 11:47:00 PM
From: dog76  Respond to of 245
 
WFRC, Dwlima have not posted on thread in awhile did not want to waste anyones time. Wanted to be a team player. Think that I found something HUGE! The companys name is Wareforce One inc. Picked up an anouncement on schrolling news, although it is b.b. I hear listing for nasdaq is near and there is sufficient news and financials to back it up. They are a single sourse provider of computer equipment for govt. agencies as well as higher education and large corporations in California. Now what caught my eye is that they just landed a contract with the L.A. COUNTY MUNICIPALITY TO be there web based procurement solution the estimated savings is 29.5 million over 5 years and 10 million up front just from dumping there warehouse real estate. They are one of only 28 Microsoft large account resellers in the U.S. they are the sole higher education reseller for apple computer in 5 western states including CA. they sell over 140,000 products from more than 900 leading manufactures including Hewlett Packard and Intel the company enjoys a strong vendor base that includes University of California, Health Net Systems, Universal Studios and the National Association of counties. Company is aquisition driven and poised to be major E. commerce player for government agencies as well as higher education worldwide. Company lost money last year because of aquisitions but still did 80 million they will post in March for 98 they are expected to be around 125 million. I need to dig up accurate earnigs though. One valid statistic market cap. vs. revenues 8-1 ebays are 279-1 Ibuy was bought for 220 million in cash today by compaq also a b.b. WHAT DO YOU THINK.
DOG.



To: dwlima who wrote (118)1/12/1999 2:24:00 AM
From: VBroady  Read Replies (1) | Respond to of 245
 
DWLima (soon to be DWUSA??) -- don't think for a moment that us lurkers don't appreciate your logic in choosing your picks. Low downside, and very high upside possibilities.

I, for one, couldn't give a rat's ass if Damark is down a little (or JOSB, etc). Just ONE big I-net PR and they are on their way -- it is going to happen IMO - not hype - just probability.

I am constantly on the lookout for the picks that fit this board criteria.

Thanks,

vb