Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Connor26 who wrote (84921)	2/26/2000 3:24:00 PM
From: Jenna	Read Replies (2) of 120523

A Core portfolio from heaven... I've been working on CORE portfollio based on the stock picks from the earnings plays since the January/February earnings season. I began it on December 27 so I'm giving it one further month before calling it a full 'intermediate portfolio'. About 20% were earnings plays from last quarter like ELNT, AHAA, MRVC, and the "Israelis" that were still in the portfolio.. but none were included before October 1999 no matter how long I happened to hold the stock. The results of that 2 month portfolio has towered over 300%, fluctuations as high as 500% but not lower than 125%. Only stocks that were "called" and triggered buy signals were added to the portfolio. 80% earnings plays and 20% watch list plays (ex earnings plays from last quarter) We did not take any out in retrospect 'to make us look good'.. or sell on the dips. We allowed ourselves to close 18 stocks that triggered 'trailing stops' after triple digit gains, and 4 stocks that had 10% loss in more than 1 session, but that had also given us 200-300% profit before that loss. Honestly I did not start out to do this but after working hard these last 2 months I've compared my position/intermediate portfolio for tax season to the one last year same time and I was selling a lot more winners last year and making nearly triple the trades. And aren't the best 'discoveries' in the laboratories from things unintended. In fact I'm not even going to publish the results because I'm already going to do the exact same same thing for this coming earnings season and as 'scientists who are working on clinical trials' I want to mull it over with some in Pristine to enhance and add anything to the criteria of this coming season. Pristine/Market Gems will be beginning another "Core" portfolio at end of March through end of May. This one will be done 'scientifically' with the help of John A, and Pristine staff. The stocks from this last season will provide the "anatomical and technical fodder" for the coming season" to see if this did not just happen because we had a especially good biotech 2 months that was 'called' long before it was the 'thing' to buy the biotechs. And we also called the Israeli Tech sector about 18 months before the analyst world at large is finally acknowledging and putting out articles like this week's in TheStreet.com, that 'hey, there seems to be something UP in the Israeli High Tech arena"... Well, Duh!! This was a total of 117 stock "original" purchases since December 27, 1999 over a period of exactly 2 months. So actually the 'newness' of both the technology sector and the biotech will work against us as we compete with others who have seen the light. That is why we are saying if the mutual funds will be seeing double digit gains this year we'll be seeing triple digit, but I don't expect to have another year like 1999. If on the other hand the mutuals to have 125% growth than I expect we will do triple that...

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