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

To: Paul Senior who wrote (5871)	1/25/1999 10:34:00 PM
From: Investor2	Read Replies (1) \| Respond to of 78476

RE: Inacom Corp Very interesting. Earnings growth of 17% over the last 5 years, projected growth of 19% over the next five years, a price-to-book of 0.57, and a P/E of 6. 1. What products do they make? i.e., what does "information technology products and technology management services" mean? 2. Why are the P/E, P/B, etc, so low? i.e., what are the negatives? Best wishes, I2

To: Paul Senior who wrote (5871)	1/30/1999 9:49:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 78476

Thanks Paul on the note about ICO. Dealing with these small caps sometimes you wonder if the value will ever be recognized. One very positive sign that I've picked up from recent research is that institutions have stabilized in their market share of the equity sector - and individuals are flooding into the market and starting to make stock specific decisions on their own with on-line trading. With regard to Internet stocks I don't think these individual decisions are too well placed, but sooner or later many will look past this hyped up sector to buy more value oriented growth picks. Check out these articles to support my theory that individuals are going to have a bigger say in where money gets allocated in this market - an it very well could be smaller companies: *** "On-line transactions now make up 27 percent of all retail investments these days and are up dramatically from even a year ago, meaning this is no longer just for thrill seekers," said Lisa Nash, vice president of customer management with the E*Trade Group on-line brokerage firm in Palo Alto, Calif. "The Internet has leveled the playing field between the individual investor and the institutional investor." New accounts have simply been coming in too fast and it will probably take another two years for the on-line industry to expand its capacity enough to solve most of its service problems, On-line trading is growing with all the speed of the Internet, boosted even more by tried-and-true inducements such as signing rewards, frequent-flier miles and telephone service discounts. chicagotribune.com They call it ''Market Storm 1999.'' And it's Charles Schwab's version of sending in the Marines. Nearly swamped by an unprecedented surge in stock trading, the world's largest discount and online broker is taking emergency measures to keep customer service from breaking down. Even though the firm keeps shoveling new computer capacity into its network, its online system, which now handles nearly two out of every three stock transactions, has buckled. sfgate.com Joe

To: Paul Senior who wrote (5871)	1/31/1999 5:47:00 PM
From: Allen Furlan	Respond to of 78476

re:ICO Slightly better way to buy ico is to buy vst(vanstar) Shareholders meeting mid Feb and in my opinion the likelihood of approval of .64 share (ico for vst) is about 90%+. Investors package indicates a steady growth toward services vs reseller activities. I like the situation, but like you am only willing to nibble now. For those evaluating usu, would like to pass on info shown in infomercial(mail) from "International Speculator". Table, purported to use DOE data, shows uranium useage stripping new production by 25-40 million pounds per year for next 4 years. This reduces inventories from 253 to 144 million pounds over 4 years. With annual useage at about 160 million pounds the situation is bullish for usu.

To: Paul Senior who wrote (5871)	2/4/1999 7:13:00 AM
From: Joe Dancy	Read Replies (2) \| Respond to of 78476

ICO: "The stock valuation at Inacom deserves better treatment, said company CEO and president Bill Fairfield during a conference call Wednesday morning with industry analysts." "We think our stock is undervalued. I'm d--- mad where the stock value is at," Fairfield told analysts at the end of the call, in which he discussed the company's fourth quarter and year-end results." "Inacom's stock has hovered in the $13 to $14 per share range lately and should be in the $25-plus range, Fairfield said. " techweb.com ********** I'm not mad, just a buyer :) of this undervalued company. Joe