Mr. Gintel, the value of SI threads such as this is selfevident when fund managers such as yourself take the time to read and contribute to these sites. I, too, am a believer in keeping all your eggs in just a few baskets, but really studying and watching those baskets.
Great thread you guys have here. I got in at 22 1/4 yesterday, shortly after the stock started trading again. I really like the long term risk/reward of CKFR. Short term, the heady levels of the XCIT's, YHOO's, and AOL's concerns me. But, I feel a company such as CKFR, on the verge of positive cash flow, with potential for huge advances this summer is as safe investment as you can have in this sector.
I have also just taken a position in NTBK, the first totally internet banking company. Their growth is astronomical as well. They also should announce their first profit this quarter. Good luck to all.
Mark |