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

To: Ken W who wrote (15020)	4/11/1999 9:51:00 PM
From: Sergio H	Read Replies (6) \| Respond to of 29382

OK Ken y Amigos. We add VARL, HIV and LAF and we drop COVR. On IDTC we're putting a stop at 26. I think we need a stop on MESG, but I'll leave that up to Phil. CHS and GTNR - earnigs coming up. Thanks to Doug R. on the 56 thread for taking a look and offering his insight. If the market tanks, we'll have to get Instock to provide us some shorts. That's the folio. Amigos, let me know if I missed something that we discussed....PM or public message. AS

To: Ken W who wrote (15020)	4/12/1999 8:02:00 PM
From: Sal D	Read Replies (1) \| Respond to of 29382

Ken, <Another interesting one to think about. As we know "Starwars" is going to be released in May or June. May was the last I heard. Who owns the rights to all of the "action figures" etc that always follows such events? Hello HAS (Hasbro Toys) Secondary play GRIN (Canadian co) that had Furby etc. hmmmmmmmm> Quick look but I can't say GRIN looks good to me. Tiger electronics is one of GRINs major suppliers, Hasbro acquired Tiger electronics in 1998, GRIN still distributes a major portion of the Tiger line in Canada, however there is no guarantee that this distribution will continue indefinitely. They also list Hasbro as one of there competitors. There five largest customers are Wal Mart 19%, Toys r Us 18%, Zellers 17%, Sears 7% and Canadian Tire 2%. Did you see the projections for Hasbro next quarter (the "Starwars" quarter) Joe