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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (33410)	4/13/1999 6:27:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 120523

LPGLY.................To: Patherzen (28 ) From: Patherzen Tuesday, Apr 13 1999 3:22PM ET Reply # of 36 Nice capsule analysis from Yahoo Boards... by: JZee15 (M/NY/RI) 189 of 192 LPGLY essentially is an insurance company – however, much of the premiums received are sent to their Venture Capital firm/Broker-Dealer (Berkley International) which invests in start-up hi-tech, medical and INTERNET companies. Last year the company generated approximately $35 million in pretax earnings – and even with the 50% move in the stock yesterday, the company is trading at a P/E of 10 (the company made $1.97 in earnings last year). The exciting part of LPGLY's future is that it appears that their venture capital investments are starting to pay off big-time. For instance, the company owns over 1.7 million shares of Net Gravity (NETG), which is worth about $60 million. This stock has gone up 30 points this year and, if this just stays at present level, LPGLY will recognize $40 million in profits. This, by itself, will DOUBLE LPGLY's profits in 1999 (which means that the company is trading at a forward p/e of 5 – at the most). AND THE WAY IT IS GOING, NETG COULD DOUBLE FROM IT'S CURRENT PRICE, which would generate an additional $50 million in profits. Please note that LPGLY only made about $8 million in investment profits in all of 1998. And this is not all …. The company has a number of other private equity investments that are going public in the near future. For instance, they own 15% (2.6 million shares) of Net Perceptions, which has filed to go public on APRIL 19th (symbol “NETP”). This news should propel LPGLY's stock as it will have two proven examples of its investing prowess. Also, check out the Net Perceptions filings in Edgar – included as one of the major investors is Vulcan Ventures (Paul Allen's venture capital holding company). The bankers on the deal are Bancboston RS, H&Q, and Piper. Next Previous

To: Jenna who wrote (33410)	4/13/1999 6:56:00 PM
From: Grary42	Read Replies (1) \| Respond to of 120523

I'm new to this thread. Enjoy the friendly discussions. Long DRIV since ipo...go DRIV TSQD.

To: Jenna who wrote (33410)	4/13/1999 7:07:00 PM
From: Electric	Read Replies (1) \| Respond to of 120523

Jenna, I did get into SCAI today, and reading the information on the stock makes me feel that there is more room to go. You mentioned they are an earnings play or were, do you know when their earnings are? I couldnt find anything in the searches I did. I agree with OJ, this market is outstanding... edit> any after hours quotes in SCAI? My qoute.com isnt working..

To: Jenna who wrote (33410)	4/13/1999 7:30:00 PM
From: jeffrey roberts	Read Replies (3) \| Respond to of 120523

Jenna, Thanks for your top picks. What comes to my mind is that if I buy something like a NTBK around some reasonable price, say $13, placing about 50,000 in it, and waiting 6-12 months, I will be making 10 times more money with much less time glued to the computer. Thanks to you, I have been in NTBK 6 times since it was in the $30 range, but can only show about $10,000 for it. Wishing you the best, Jeffrey

To: Jenna who wrote (33410)	4/13/1999 8:55:00 PM
From: kha vu	Respond to of 120523

BANDWITH... I heard you said BANDWITH. Here they are: Broadband all the buzz on Wall Street By Corey Grice and Aimee Male Staff Writers, CNET News.com April 12, 1999, 6:00 p.m. PT Broadband stocks have made serious waves on Wall Street, as investors buy shares in firms that are leading the charge for high-speed Net connections. Among the big gainers of late are fiber optic network builders Qwest Communications International, Level 3 Communications, and the parent company of Williams Communications. Qwest shares have climbed steadily since the beginning of the year, from the mid-50s in January to the mid-90s today. Competitor Level 3 has seen its stock price jump 30 percent in a month's time. And Williams' shares have been in strong demand in the wake of a planned $750 million IPO for its communications division. To be sure, broadband stocks are on a tear. Analysts say investors have caught on to the potential of high-speed data networks to change the way we work and do business on the Internet. "Almost every derivative of the broadband sector has seen tremendous movement over the last two weeks," said Mark Langner, an analyst at investment bank Hambrecht & Quist. "The common thread is that all of these players either put customers on the broadband network or they take advantage of that broadband network."