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

To: Cornstock who wrote (14225)	2/25/1999 11:10:00 PM
From: Amigo Mike	Read Replies (1) \| Respond to of 29382

Thanks Amigos y Amigas, I hope to get back in the saddle ASAP. Be a few days probably. Amigo Mike

To: Cornstock who wrote (14225)	2/26/1999 9:26:00 AM
From: freelyhovering	Respond to of 29382

Peg--I agree with the basing idea on ITN. Good trading today. Myron

To: Cornstock who wrote (14225)	2/27/1999 8:38:00 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

<ROMT> Peg, Myron...anyone else interested in ROMT: iionline.com UPDATE: Romtech Roars Higher -- Now Sell It TODAY I. I. A N A L Y S I S SELL SIGNALS: Outdoor Systems Headed for the Outhouse Radar Screen on Insider Trading UPDATE: Romtech Roars Higher -- Now Sell It UPDATE: Trans World's Brick and Mortar Blowout Quarter Gaming Stocks: Take Your Money Off the Table UPDATE: Vlasic Foods Caught in a Pickle Callaway Golf's Insiders Tee Off C O M M E N T A R Y TAUB TALK: Why Argosy is the Next Casino Takeover Target MARIA BARTIROMO: What to Buy Now BID & ASK: Handicapping the Robbie Stephens Conference DID YOU MISS A DAY? Last 7 Days Archived -------------------------------------------------------------------------------- Analyst: Glenn S. Curtis (2/26/99) Last month, we featured Romtech (NASDAQ: ROMT), a low priced maker of software games, as a 'Stock of the Day.' We recommended the stock at $2.50. It's now trading for $5.00 after trading as high as $6.15 today and as low as $4.63 (Click on Romtech's ticker above to read our original story). Our advice? 'Sell it fast!' How often do you double your money in about a month? Not often. The company has thus far been successful at selling games through its distributor Slash, and in doing business over the Internet through its agreement with Digital River (NASDAQ: DRIV). In fact, Internet sales are hovering just above $500 per day according to management. This is probably a double from when the company initiated the agreement to distribute software over the Internet prior to Christmas. Since our recommendation, momentum investors have come into the stock. We think it is because the shares are now being viewed as an Internet play. While Internet sales will be an important factor going forward, it will by no means be the sole driver behind sales growth for the foreseeable future. Ultimately we think that the company will be able to expand its distribution to include large mass merchants like Wal-Mart (NYSE: WMT) and Kmart (NYSE: KM). However, this will not be accomplished for at least another few quarters. In fiscal 1999 the company thinks it's feasible to double last year's earnings and earn $0.24 per share. For the year ending June 2000 management felt that it might be in the cards to achieve $0.40 per share. This is excellent growth, no doubt. But as value investors, while momentum might be behind the stock currently, we would advise investors to sell into strength. Bottom Line: The stock is up 100% since our recommendation. If speculation is your thing, hold on. Otherwise book your profits and move on.