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gilead23

12/06/03 9:22 PM

#70 RE: shmolton #69

I'll check out your watch list thanks.

Any comment on APES? I like to hear opinions good and bad especially in something I have now staked a position in that I plan to expand.

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shmolton

12/07/03 1:28 PM

#73 RE: shmolton #69

Re-DHB
I meant I expect their margins to increase.
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gilead23

12/07/03 3:57 PM

#74 RE: shmolton #69

Of this group NGMC looks the most interesting to me on the surface. I like the eps growth and modest forward pe but some sales growth would be nice to go with it. I still like gexc as the best among your picks so far but it is all surface review.

I have generally speculated that the national do not call registry would be a boon for direct mail companies as corporations started looking for other avenues to market their products. Any comment on that view?