November 1998 Newsletter - Page 3
SUPER FAST PHONE SERVICE RECOMMENDATION
NEW BUY RECOMMENDATION
RECENT MANAGEMENT CONVERSATION
VTPI - At .03 - Longer play than Las Vegas.
SETO - Removes "new" acquisition and acquire a "new" acquisition. It may go lower because of tax seller - .15 - .20 not out of questions. "Show me the Results."
PLFM - We sold at high prices
IEHC - We hear "big earnings". Believe it when we see it!
DALE - Liquidation at .50/share - winner.
DEC - Bought by Compaq - winner
HIR - Earnings warning - stock got slaughtered. Tax selling may take back to recent low - management team I really don't care for.
SGI - Buy-out rumors - still own and will profit some day.INTI - Penny stuff with a chance - poor investor relations.
CTDVB - Management used all the money, introduced an internet product - now Chapter 11
INTK - Management sucks - they hate shareholders!
ANET - Maybe.
BIOF - Made us "big" money and we still hold a position - potential still huge.
TCGN - Super cheap with hidden assets - one day it will fly.
Lynton Group - Management intends to screw all shareholders by going private. If you own 249 shares, you get $249. If you own more, you get nothing. Phone numbers for President Chris Tennant: 01144 1895 835000, 01144 1717 307331. Lawyer for Lynton: 973-443-0600 (Mr. K); call the SEC and your state Representative. Do you know how to spell "STEAL"?!
APM - I am sorry that I ever met this stock. It has been the dog of the century.
AMAT - Core holdings - a little ahead of itself.
SPCT - Maybe yes! Maybe no!
SUNW - Has been a screamer - a core holdings.
CS - Buy-out rumors - a dog so long that Wall Street has finally noticed.
TDF - Asia has bottomed - a great way to play.
PCSH - Must own at current price. We are buried at higher prices. You will double your money before we make a dime. $2 billion in sales & $8 book - market cap only $17 million - buy-out candidate.
EPLN - Out of favor penny stock.
CYMI - A technology leader. It is a buy long-term! A core holding - could even be a buy-out candidate.
SCTI - Out of favor penny stock - with a future should rebound during January effect!
JAWS - Sold for 180% gain - short term!
WEBP - Out of favor penny stock - looks cheap.
ALMI - 218% profit - we are out - tax selling may take it back to $1.25 or so. We have made money on this trade 7 times.
ISOL - The company has always sucked! For 7 years ISOl spells winning by losing. Management should be removed.
WALB - Super cheap - sales of around $700 million and market cap of $64 million
BNSOF - Hong Kong Management team is totally clueless. Management thinks public means private!
FPCX - 3rd quarter numbers out soon. For the 6-months they earned .15 - estimates of .07. May be the cheapest penny around!
PCSN - WINNER - the stock is $4/share - should be $10.00
LUKOY - Cheapest stock in the world!
GGNC - Internet and gaining - great combo - stock trades like a Canadian. We are losing our ass, but at current levels may prove to be a bargain.
VIP - Russian Cellular 80% of its high - we like it and, of course, own it.
HMDL - New recommendation - Supermarkets have been "hot" takeover candidates. This is no exception!
TRF - We made a lot of money the first time around - now another opportunity exists - RUSSIA.