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To: Glenn Petersen who wrote (73)2/16/2005 12:57:30 AM
From: Tom Caruthers
   of 133
 
Hi Glenn,

An encouraging quarter. If you could eliminate legal expenses, the company would be doing very well.

Good luck!
Tom

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To: Glenn Petersen who wrote (73)2/18/2005 2:06:51 PM
From: Tom Caruthers
   of 133
 
Hi Glenn,

We seem to be making our move here...Knot at $6.10. KNOT was written up in the Motley Fool. The company seems to making good progress. The upside here, long-term, is quite profound.

Tom

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To: Tom Caruthers who wrote (75)3/1/2005 8:35:09 PM
From: Glenn Petersen
   of 133
 
KNOT has held its recent gains. Unfortunately, I missed the conference call. I wonder if the Federated acquisition of May Department Stores will impact May's position in KNOT.

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To: Glenn Petersen who wrote (76)3/15/2005 2:15:48 AM
From: Tom Caruthers
   of 133
 
Glenn,

KNOT is doing very well. Hit $7 today. Wanted to get your thoughts on CKCM. Why is it in the tank?
Tom

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To: Tom Caruthers who wrote (77)3/22/2005 12:54:39 AM
From: Tom Caruthers
   of 133
 
Glenn,

Don't know if you have been watching KNOT volume, but it is picking up quite a bit lately, moving KNOT to new 52 week highs. This portends good things. I'd imagine that we will be able to get relisted soon.

Tom

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To: Glenn Petersen who wrote (76)3/28/2005 5:08:48 PM
From: Tom Caruthers
   of 133
 
Yeah! Finally!

biz.yahoo.com

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To: Tom Caruthers who wrote (79)3/28/2005 7:10:22 PM
From: Glenn Petersen
   of 133
 
Great news. That will make a big difference long term.

When I first read your post I thought that someone had made an offer to acquire the company at $12 per share.

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To: Glenn Petersen who wrote (80)3/28/2005 10:55:02 PM
From: Tom Caruthers
   of 133
 
LOL...I wouldn't have said "Yeah!" It would have been some well-chosen words after "Cha-ching!"

Let's hope we get to $12 on our own!

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To: Tom Caruthers who wrote (81)4/3/2005 7:19:29 AM
From: Glenn Petersen
   of 133
 
I couldn't figure out why KNOT popped on Friday, until I picked up my copy of Business Week:

businessweek.com

APRIL 11,

By Gene Marcial

INSIDE WALL STREET

The Knot: Here Come The Brides

Weddings are big business, and The Knot (KNOT ) is a pure player in that hot market. Weddings account for $72 billion in annual domestic retail sales, notes CEO David Liu, who says The Knot's revenues have jumped from $24.1 million in 2001 to $41.4 million in 2004. The company turned profitable in 2003, earning $1 million, or 5 cents a share. In 2004, it made $1.3 million, or 7 cents.

Just six years old, the company provides information, products, and services on its Web site and in its magazines to couples planning to get married. Its services include a registry where engaged couples list their gift preferences at specific stores. The Knot has inked a pact this month with Target (TGT ) for the retailer to offer its products on The Knot Web site, which has one million active members. Target is the largest wedding gift registry retailer. Liu says The Knot's services span the period from engagement to motherhood. Justin Cable of securities firm B. Riley says The Knot's online business showed solid growth in 2004 and should expand again this year. Rob Amman, managing partner at R.K. Capital Management, which owns stock, says the shares, now at 7.20, are cheap, in light of The Knot's rapid growth and high-margin (75%) business. He sees it earning 9 cents a share in 2005 on sales of $50 million. But that will jump to 46 cents next year, he says, on sales of $60 million, due to a widening in the margins and a jump in vendor ads on its Web site and magazines.

Note: Unless otherwise noted, neither the sources cited in Inside Wall Street nor their firms hold positions in the stocks under discussion. Similarly, they have no investment banking or other financial relationships with them.

By Gene G. Marcial

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To: Glenn Petersen who wrote (82)4/4/2005 8:53:52 PM
From: Tom Caruthers
   of 133
 
Thanks Glenn,

That's great, thanks for posting that. I didn't get this week's issue in the mail for some reason. I think people are beginning to understand their revenue potential.

Tom

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