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Technology Stocks : CCGI: ComTech Consolidated
CCGI 8.510-3.3%Feb 13 4:00 PM EST

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To: Chris Pensinger who wrote ()4/23/1998 1:01:00 PM
From: Mel Viticus  Read Replies (1) of 394
 
An Open Letter to the Undervalued Dog Newsletter:

I am fairly new to your newsletter. I do have a question however, if you would be so kind...

I noticed in today's issue that you have provided some of your past stock picks. Could you tell me what is the performance in the aggregate of ALL of your past picks, and is it published somewhere for review? While the "highs" of the picks you chose to include are quite impressive, in the absence of any potential losers you would have to admit that it would be somewhat misleading.

It also seems that most of your picks are momentum plays, as many are now close to the share price they were at when you recommended them e.g. ADGI, HNLY, CCGI (less), MDCE (less). The problem I have as a novice investor is knowing when to get out of a momentum play. Since I am new, is it safe to assume that that is what your picks are, simply momentum plays??

How about quality of management? I ask this because I was quite surprised to see that one of your past picks was NETZ. I personally lost quite a bit on money on NETZ (not your fault) and have since come to believe that it is not the type of company that I would agree is a "undervalued" investment (management's reputation, etc...)

Do you provide a complete summary of your picks, including UD's "Dogs"??

Thanks!

Melviticus
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