*AV* - Sorry for the delay but it takes time for me to get over here these days. The rigors of the newsletter are quite taxing on time. While I am not timely on this response, you should know that I spent 2 very long and useful days at SEMICON West, putting the appropriate companies through their paces. most of the trip was sights and sounds of what we saw, what we heard, what we did and did not see, and how the dynamics of the show were manifesting themselves.
Anyway, as all of my readers are fully aware, we were in accumulation mode prior to SEMICON, right after Jonathan Joseph made his controversial call on the sector. we saw the weakness on July 6th as our golden opportunity to put all of our reserves to work in this sector. We determined it was appropriate to expect the SEMICON RALLY we are presently enjoying, and are now ready for the earnings reports from these companies. We have an established strategy in place to maximize and optimize profits in the stocks you have listed.
Hopefully this message still has you in a position of holding these shares, as that was our course of action these past 2 weeks. As a matter of fact, we gave AMAT some highlighted attention in the issue that went out this morning. While we know Radarview cannot move markets like the institutions and the analysts, it is quite clear that everyone here does get a great headstart on their investment strategy ahead of the pack, that results in obscene profits. We are not complaining though. Our comments came prior to the pop in price in AMAT as we observed it was lagging its peers recently.
BTW - We have averaged 33% return a month on our exits for the past quarter, with July being a 33% return by coincidence. The present portfolio was up 27% as of yesterday, so we could easily be on target for another 30%+ return this month.
Sometimes I feel bad that I cannot find the amount of time I would like to post here but the focused group of people we deal with on a daily basis with Radarview has produced results far exceeded everyone's expectations. I am proud to report that over the past year we have received mail from our readers congratulating the newsletter for making them millionaires on both paper and in their wallets.<GGG>
for what it is worth, if you held, you were doing the right thing. As far as exit prices, I have to refrain from providing that since we are still raising our LLTs as these stocks move up. Therefore, any exit price given is dynamic and moved up as these stocks advance. In other words, our strategy right now is raising our trailing stops and not looking for a specific exit price. Once we start a reversal, our LLTs will create the exits at attractive and significant percent profits.
AV |
