AOL/PLUG/SMRA/INIT etc.
Hi Susan,
Hmm, we seem to have a lot common in searching our picks:
AOL: entered at 72, will add more when the market is in a better condition. The company of the future IMHO.
PLUG: I played the fuel cell hype with DCHT. DCHT is ridiculous overvalued at the moment IMHO, but I got a double in one month and pocketed the money. I believe I'll get a new opportunity to buy into a fuel cell company much cheaper later this year, when the hype has gone (but I'm often wrong with this), will enter a leader for a long term investment (BLDP probably).
SMRA got some SMRAs too. It will take some time, but undervalued company IMHO.
INIT Another one I remember with pain. Bought last year at 13, sold last year at 13. Waited for a reentry under 20 when it was at 25. Sigh. I won't get in now, they still have to prove they can survive.
PRCY You're in PRCY too? Noticed you on the PRCY-thread. Entered at .80 last year. Good run.
CYTO Have you noticed CYTO? Failed to enter (limit too sharp) at 3$ begin this year. Must change my limit-discipline. Strong momentum.
IFMX Sigh... I was in IFMX for 3 years. Sold october last year at 6.5$. Now I'm waiting for a good reentry. They still have the best database technology, management seems to be improving.
I think I should enter some funds too.
I'm very nervous about the market. I think a crash is inevitable. There are lots of ridiculously overvalued companies and ridiculously undervalued companies too (like Dan's KSWS). IMHO the parabolic move in the Nasdaq will collapse these days. On the other hand, I missed a huge amount of money by not being invested november, december last year (was afraid of a crash ahead of y2k). So I'm very schizo at the moment and sitting on a lot of cash with some
investements in the mentioned stocks (AOL, PRCY, FORTY, SMRA. Well and some HRC) and some old loosers I didn't sell in time (KMAG and PCTL, which has some potential now).
Or to say it with the words of one of the musicians in Kaurismaakis Leningrad cowboys:
I'm waiting for the violence
greetings,
Maarten |
