Recap of my "calls". How's KNT, PIOS, and CS for Tim from 10/20 until now?
Message 11649048
ARTT @ 11 1/4 - Now 15 3/8 - up 36%
NTRO @ 24 1/2 - Now 25 9/16 - up 4% ** BUYING OPPORTUNITY**
INTC @ 68 1/8 - Now 82 3/8 - up 21%
TTPA @ 15 1/8 - Now 24 1/8 - up 60% ** STILL MORE TO GO **
CS @ 15 1/8 - Now 19 1/2 - up 29%
$5000 invested in the above on 10/20 ($1K each) would now be worth $6500, or 30% more today than then.
Let's look at SAPE, KNT, PIOS, and CS (priced at close, 10/20) (a note, SAPE was called at 89, so I am using that as the buy price, even though 10/20 was slightly higher).
SAPE @ 89 - Now 136 - up 53% *even though Tim did not buy*
KNT @ 18 1/16 - Now 18 9/16 - up 3%
PIOS @ 12 15/16 - Now 13 3/8 - ip 3%
CS @ 15 1/8 - Now 19 1/2 - up 29%
$4000 invested in Tim's model portfolio would be worth $4880 today, or just over 22% better,
Lets take out CS.
My suggested calls? At $1000 invested each issue? $4000 invested would be worth $5210, or 30% more.
Tim's model portfolio? At $1000 invested in each issue (less CS), you'd be sitting on $3590. A 19% gain.
Not bad, except that buying SAPE at $89 meant buying a highly volitile stock on the very high side of the valuation curves. None of mine represented such extremes.
Tim talks and talks about picks. Most of the calls he makes are coming from others. Lets see some truely original stuff. This thread is large. How many of you know TTPA or ARTT? These are the Gems that pay off HUGE, not some jack-in-the-box buyout crap. |
