[Thoughts on who's welcome and not] Who - a rift was just healed, and now others are picking up personal issues here? RA has stayed clear of personal back and forths - one of the few I know of on SI (EQNX, PERLF, QSNDF and TTNP being other plesant, albeit lower volume exceptions)
Very few participants on ANY thread would meet the criteria of being a "Rational Analyst". I'm one of the originals on this thread, and I'm hoping that in 3 years I will have absorbed enough to qualify for the label. For now its a goal.
This thread should be open to anyone willing to learn and possibly contribute where they have relative expertise. I'm ok (not great) FA wise, and am pretty good when it comes to the business case in industries that touch on my professional background - healthcare and information systems. I've been able to contribute TA only on threads where almost everybody was so weak TA wise that it was a matter of the partially sighted leading the blind.
But that's a big reason for the "team" concept. As far as I'm concerned Doug's welcome to contribute where he can & learn from others where he can.
A brief comment on some of the stock of the week pick "failures"
two things that torpedoed TRIBY that may not have been obvious to anyone not following TRIBY closely. A warrent expiration situation last fall resulted in an artificial ceiling at 3, after which it got caught in tax loss selling. Plus management's willingness to crank out the shares and seriously dilute EPS. Stock is probably a long term winner that I would not advocate holding now (was nearly a no brainer at end of tax loss selling prices)
VVID and SEEQ were amoung the top 20 returned from a combo value/growth screen I did on the Hoovers stock selection site. Very good FA ratios and PEG. I've started reading up on SEEQ in terms of product. Bottom line is these three and possibly others may ultimately be very good picks, at a "less than optimal" time.
I bought an issue based on Rainier's recommendation, that will ultimately probably be a big winner, at the wrong time. And to do justice to Rainier, a big part of the disapointment was related to the postponment of a product launch that QSNDF contributed a key componant to, and would profited heavily from. I'm not holding it against Rainier, nor letting it effect our relationship. I bought INVX last fall based on incredible FA/growth, and their technology. Great company, wrong time.
Please, point, counterpoint often turns into; shot, returning the fire when opinionated people are involved. Lets leave RA positive and informative. Last post on this topic, Scott |
