Maybe quiet is good. Most newsletters sell because they are bearish. Perhaps all of us ECM shareholders are fat, dumb, and happy with our returns so therefore quiet. Cut these prices in half (maybe twice since we are high risk tolerant folks) and we will all be posting at 3AM because we won't be able to sleep. I follow 10 ECM stocks (in order of mkt cap - SLR, SANM, CLS, JBL, FLEX, SCI, DIIG, PLXS, ACTM, & BHE).
Instead of posting this on ACTM's thread I will post if here. I would like to inform fellow ACTM shareholders that some institutional money managers had to file holdings as of 9/99 (hope that date doesn't shut down anybody's computer) and I think some positives are evident.
Paradigm Capital added 138,650 shares to total 678,100
Putnam 562,615 - 582,615
Dimensional Funds 52,300 - 405,600 (interesting index story here)
Gardner Lewis 65,900 - 369,300
Pilgrim Baxter (PBHG) 363,400 - 363,400
Wellington 70,000 - 363,200
JMC Capital 40,300 - 40,300
Colorado Public Emp 40,000 - 40,000
I think these folk will stay until the story changes, the story being fundamental and not just price momentum. |
