Francis Gaskins
Francis Gaskins
arbitrary face looks pricing
On the face of it, it looks like it should be shorted -- not bought. It's the most arbitrary pricing I've ever seen.
company four percent please points premium public surprised three whatever
I would be surprised if there were significant appreciation. Whatever the premium is, three or four points ... because 85 percent of the company is still going to be coming, there is not much they can do to please the public on the upside.
data sweet voice
Accelerated is in a really sweet space, ... They're a voice and data gateway.
electronic group popularity sector stocks taken
It's expensive, but a lot of the other stocks in the sector have been pricey. The whole group has really taken off and a lot of it is because of the popularity of electronic trading.
bother consumer losses product small starting
It's a small offering, and the losses don't bother me because they have a new product they're just starting to ship. I can see the consumer benefit.
compare compound customer flat good grow growth intensely march nice quarter rate sales sign until
They need to grow their customer base, ... They had a nice compound growth rate until you compare the March 1998 quarter with the March 1997 quarter. March 1998 sales are flat with the year-ago quarter. That's not a good sign in an intensely competitive industry.
gas natural
They have high-quality natural gas there, and it's just in the right place at the right time.
life recurring revenue visible
They get two-thirds of their revenue from the aftermarket, which is a recurring revenue stream. They have visible recurring revenue over the 30-year life of these aircraft.
demand goes increases oil price production
They do production drilling. In the U.S. and Canada, when the price of oil goes up, it increases demand for their services.
company focused internal
You don't see that in a company that's focused on internal growth.
example good
It's a good example of a leveraged buyout that actually works.
anyone area broadband hot selling sells top
They're in a hot area and they're selling to top customers. Anyone is hot that sells to broadband markets.
anybody brutally buy companies grow market niche
They're in a brutally competitive market. I'm not going to buy anybody that's not a market leader. They say they're going to grow by acquisitions, but I don't know how many little niche companies are out there that they can grow.
accounts busted good phone web
They really busted into the big leagues. And accessing Web accounts over the phone is a good idea.